Private Wealth Management Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Private Wealth Management Group’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$141K	Hold	5,680	–	–	0.04%	104
2025 Q4	$142K	Sell	5,680 -1,030	-15%	-$25.9K	0.04%	102
2025 Q3	$169K	Hold	6,710	–	–	0.05%	96
2025 Q2	$168K	Hold	6,710	–	–	0.06%	90
2025 Q1	$167K	Buy	6,710 +90	+1%	+$2.2K	0.06%	87
2024 Q4	$161K	Buy	6,620 +1,600	+32%	+$39.4K	0.06%	88
2024 Q3	$127K	Buy	5,020 +100	+2%	+$2.5K	0.05%	94
2024 Q2	$120K	Hold	4,920	–	–	0.05%	96
2024 Q1	$121K	Sell	4,920 -306	-6%	-$7.52K	0.05%	91
2023 Q4	$130K	Buy	+5,226	New	+$126K	0.06%	85

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Private Wealth Management Group's SCHR Position: Q1 2026 in Review

Private Wealth Management Group held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q1 2026 at 5,680 shares worth $141K. The position accounts for 0.04% of the portfolio, ranked #104.

Private Wealth Management Group first reported a position in SCHR in Q4 2023 and has held it in 10 quarters since. The position peaked at $169K in Q3 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Private Wealth Management Group held 5,680 shares of Schwab Intermediately-Term US Treasury ETF worth $141K as of Q1 2026.
Private Wealth Management Group left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Intermediately-Term US Treasury ETF made up 0.04% of Private Wealth Management Group's portfolio in Q1 2026, its #104 holding.
Private Wealth Management Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Schwab Intermediately-Term US Treasury ETF position peaked at $169K in Q3 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.