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

RKL 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	–	Sell	-8,924	Closed	-$224K	–	186
2025 Q4	$224K	Sell	8,924 -8,306	-48%	-$209K	0.02%	173
2025 Q3	$433K	Sell	17,230 -5,223	-23%	-$131K	0.04%	135
2025 Q2	$562K	Sell	22,453 -47,551	-68%	-$1.18M	0.05%	121
2025 Q1	$1.74M	Sell	70,004 -26,304	-27%	-$644K	0.16%	72
2024 Q4	$2.34M	Sell	96,308 -42,842	-31%	-$1.05M	0.21%	64
2024 Q3	$3.52M	Sell	139,150 -3,252	-2%	-$81.3K	0.32%	46
2024 Q2	$3.47M	Sell	142,402 -664	-0.5%	-$16.1K	0.33%	42
2024 Q1	$3.51M	Buy	143,066 +1,596	+1%	+$39.2K	0.35%	44
2023 Q4	$3.52M	Sell	141,470 -15,062	-10%	-$364K	0.38%	41
2023 Q3	$3.75M	Buy	156,532 +558	+0.4%	+$13.6K	0.46%	37
2023 Q2	$3.84M	Sell	155,974 -1,440	-0.9%	-$36.1K	0.45%	37
2023 Q1	$3.97M	Sell	157,414 -1,596	-1%	-$39.8K	0.5%	34
2022 Q4	$3.91M	Sell	159,010 -4,088	-3%	-$101K	0.52%	34
2022 Q3	$4.01M	Sell	163,098 -4,256	-3%	-$109K	0.58%	33
2022 Q2	$4.32M	Buy	167,354 +816	+0.5%	+$21.1K	0.59%	33
2022 Q1	$4.43M	Sell	166,538 -3,010	-2%	-$82.2K	0.53%	34
2021 Q4	$4.76M	Buy	169,548 +2,562	+2%	+$72.1K	0.57%	33
2021 Q3	$4.74M	Sell	166,986 -5,592	-3%	-$160K	0.6%	32
2021 Q2	$4.91M	Buy	172,578 +3,132	+2%	+$88.9K	0.62%	32
2021 Q1	$4.78M	Buy	169,446 +3,150	+2%	+$90.4K	0.64%	32
2020 Q4	$4.84M	Sell	166,296 -714	-0.4%	-$20.8K	0.67%	32
2020 Q3	$4.9M	Buy	167,010 +4,404	+3%	+$129K	0.78%	32
2020 Q2	$4.78M	Sell	162,606 -3,334	-2%	-$97.8K	0.82%	31
2020 Q1	$4.88M	Buy	165,940 +224	+0.1%	+$6.33K	1.02%	27
2019 Q4	$4.55M	Buy	165,716 +1,350	+0.8%	+$37.3K	0.82%	32
2019 Q3	$4.56M	Sell	164,366 -31,346	-16%	-$867K	0.87%	31
2019 Q2	$5.38M	Buy	195,712 +4,938	+3%	+$133K	0.99%	29
2019 Q1	$5.13M	Buy	190,774 +13,808	+8%	+$366K	1%	27
2018 Q4	$4.68M	Buy	176,966 +2,884	+2%	+$74.8K	1.08%	25
2018 Q3	$4.51M	Buy	174,082 +23,638	+16%	+$616K	0.96%	28
2018 Q2	$3.94M	Buy	150,444 +56,334	+60%	+$1.47M	0.89%	30
2018 Q1	$2.48M	Buy	94,110 +51,224	+119%	+$1.35M	0.59%	41
2017 Q4	$1.14M	Buy	42,886 +12,574	+41%	+$337K	0.28%	75
2017 Q3	$817K	Buy	30,312 +11,544	+62%	+$313K	0.23%	86
2017 Q2	$503K	Buy	+18,768	New	+$507K	0.16%	104

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

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

RKL Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026, closing a stake of 8,924 shares — an estimated $224K sold.

RKL Wealth Management first reported a position in SCHR in Q2 2017 and held it in 35 quarters. The position peaked at $5.38M in Q2 2019. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

RKL Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
RKL Wealth Management sold 8,924 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $224K.
RKL Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2017 and held it in 35 quarters.
RKL Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $5.38M in Q2 2019.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.