RCM
SCHR

RB Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

RB Capital Management’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 		$262K Buy
10,529
+816
+8% +$20.5K 0.06% 167
2025
Q4 		$244K Buy
+9,713
New +$244K 0.05% 173

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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

RB Capital Management's SCHR Position: Q1 2026 in Review

RB Capital Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 8.4% in Q1 2026, buying an estimated $20.5K and bringing the position to 10,529 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #167.

RB Capital Management first reported a position in SCHR in Q4 2025 and has held it in 2 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • RB Capital Management held 10,529 shares of Schwab Intermediately-Term US Treasury ETF worth $262K as of Q1 2026.
  • RB Capital Management bought 816 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $20.5K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.06% of RB Capital Management's portfolio in Q1 2026, its #167 holding.
  • RB Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on RB Capital Management's 13F filing for Q1 2026, filed 15 May 2026.