RW
SCHR

Rede Wealth’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Rede Wealth’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 		$1.76M Sell
70,454
-2,280
-3% -$57.1K 0.63% 18
2025
Q4 		$1.82M Buy
+72,734
New +$1.83M 0.63% 19
2025
Q3 		– Sell
-46,625
Closed -$1.17M – 169
2025
Q2 		$1.17M Buy
46,625
+2,565
+6% +$63.6K 0.42% 25
2025
Q1 		$1.1M Buy
44,060
+8,587
+24% +$210K 0.39% 26
2024
Q4 		$862K Buy
35,473
+2,881
+9% +$70.9K 0.33% 32
2024
Q3 		$825K Buy
+32,592
New +$814K 0.32% 33
2023
Q3 		– Sell
-9,636
Closed -$237K – 92
2023
Q2 		$237K Sell
9,636
-966
-9% -$24.2K 0.11% 87
2023
Q1 		$267K Sell
10,602
-11,290
-52% -$281K 0.14% 80
2022
Q4 		$539K Sell
21,892
-17,064
-44% -$420K 0.29% 42
2022
Q3 		$957K Sell
38,956
-1,146
-3% -$29.3K 0.57% 20
2022
Q2 		$1.03M Sell
40,102
-4,732
-11% -$122K 0.6% 20
2022
Q1 		$1.19M Sell
44,834
-52
-0.1% -$1.42K 0.56% 19
2021
Q4 		$1.26M Sell
44,886
-17,104
-28% -$481K 0.63% 20
2021
Q3 		$1.76M Sell
61,990
-1,424
-2% -$40.7K 0.94% 12
2021
Q2 		$1.8M Sell
63,414
-1,436
-2% -$40.8K 0.96% 11
2021
Q1 		$1.83M Sell
64,850
-3,912
-6% -$112K 1.06% 12
2020
Q4 		$2M Buy
+68,762
New +$2M 1.36% 9

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

Rede Wealth's SCHR Position: Q1 2026 in Review

Rede Wealth reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.1% in Q1 2026, selling an estimated $57.1K and leaving 70,454 shares worth $1.76M. The position accounts for 0.63% of the portfolio, ranked #18.

Rede Wealth first reported a position in SCHR in Q4 2020 and has held it in 17 quarters since. The position peaked at $2M in Q4 2020. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Rede Wealth held 70,454 shares of Schwab Intermediately-Term US Treasury ETF worth $1.76M as of Q1 2026.
  • Rede Wealth sold 2,280 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $57.1K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.63% of Rede Wealth's portfolio in Q1 2026, its #18 holding.
  • Rede Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and has held it in 17 quarters since.
  • Rede Wealth's Schwab Intermediately-Term US Treasury ETF position peaked at $2M in Q4 2020.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.