RBC
SCHR

Roble Belko & Company’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Roble Belko & Company’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 		$37K Hold
1,444
– – ﹤0.01% 229
2025
Q4 		$37K Hold
1,444
– – ﹤0.01% 225
2025
Q3 		$36K Hold
1,444
– – ﹤0.01% 190
2025
Q2 		$36K Hold
1,444
– – 0.01% 199
2025
Q1 		$36K Sell
1,444
-3,694
-72% -$90.4K 0.01% 187
2024
Q4 		$125K Buy
5,138
+1,444
+39% +$35.5K 0.02% 126
2024
Q3 		$93K Hold
3,694
– – 0.01% 139
2024
Q2 		$90K Buy
3,694
+1,376
+59% +$33.3K 0.02% 144
2024
Q1 		$57K Hold
2,318
– – 0.01% 167
2023
Q4 		$58K Sell
2,318
-2,106
-48% -$50.9K 0.01% 153
2023
Q3 		$106K Buy
+4,424
New +$108K 0.02% 117

Other funds holding SCHR

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Royal Bank of Canada
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $1.47T 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 $13B 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