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

Refined Wealth 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	$5.69M	Buy	+228,477	New	+$5.73M	3.59%	13

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

Refined Wealth Management's SCHR Position: Q1 2026 in Review

Refined Wealth Management opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026: 228,477 shares worth $5.69M. The stake represents 3.59% of the portfolio and ranks #13 among its holdings.

510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Refined Wealth Management held 228,477 shares of Schwab Intermediately-Term US Treasury ETF worth $5.69M as of Q1 2026.
Schwab Intermediately-Term US Treasury ETF was a new Refined Wealth Management position in Q1 2026.
Schwab Intermediately-Term US Treasury ETF made up 3.59% of Refined Wealth Management's portfolio in Q1 2026, its #13 holding.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Refined Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.