Red Reef Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Red Reef Advisors’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	$725K	Buy	29,094 +3,040	+12%	+$76.2K	0.76%	45
2025 Q4	$653K	Buy	+26,054	New	+$656K	0.67%	58

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 $21.9B AUM 68.6% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

MFT

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

Red Reef Advisors's SCHR Position: Q1 2026 in Review

Red Reef Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 12% in Q1 2026, buying an estimated $76.2K and bringing the position to 29,094 shares worth $725K. The position accounts for 0.76% of the portfolio, ranked #45.

Red Reef Advisors 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.

Red Reef Advisors held 29,094 shares of Schwab Intermediately-Term US Treasury ETF worth $725K as of Q1 2026.
Red Reef Advisors bought 3,040 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $76.2K.
Schwab Intermediately-Term US Treasury ETF made up 0.76% of Red Reef Advisors's portfolio in Q1 2026, its #45 holding.
Red Reef Advisors 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 Red Reef Advisors's 13F filing for Q1 2026, filed 12 May 2026.