RIM
SCHR

Rockbridge Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Rockbridge Investment 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 		$534K Buy
21,449
+38
+0.2% +$952 0.05% 92
2025
Q4 		$537K Buy
21,411
+73
+0.3% +$1.84K 0.05% 88
2025
Q3 		$536K Buy
21,338
+46
+0.2% +$1.15K 0.05% 86
2025
Q2 		$533K Sell
21,292
-20
-0.1% -$496 0.06% 85
2025
Q1 		$530K Buy
21,312
+40
+0.2% +$979 0.06% 81
2024
Q4 		$517K Sell
21,272
-170
-0.8% -$4.18K 0.07% 83
2024
Q3 		$542K Sell
21,442
-1,136
-5% -$28.4K 0.07% 80
2024
Q2 		$551K Buy
22,578
+68
+0.3% +$1.65K 0.08% 74
2024
Q1 		$552K Sell
22,510
-2,434
-10% -$59.8K 0.08% 71
2023
Q4 		$620K Sell
24,944
-530
-2% -$12.8K 0.09% 65
2023
Q3 		$611K Sell
25,474
-898
-3% -$21.9K 0.11% 63
2023
Q2 		$650K Sell
26,372
-434
-2% -$10.9K 0.11% 59
2023
Q1 		$676K Sell
26,806
-214
-0.8% -$5.33K 0.12% 60
2022
Q4 		$665K Sell
27,020
-268
-1% -$6.6K 0.13% 58
2022
Q3 		$670K Buy
27,288
+48
+0.2% +$1.23K 0.16% 55
2022
Q2 		$703K Sell
27,240
-252
-0.9% -$6.52K 0.15% 55
2022
Q1 		$725K Sell
27,492
-178
-0.6% -$4.86K 0.11% 79
2021
Q4 		$777K Buy
27,670
+32
+0.1% +$901 0.11% 85
2021
Q3 		$784K Sell
27,638
-110
-0.4% -$3.15K 0.13% 73
2021
Q2 		$789K Sell
27,748
-200
-0.7% -$5.68K 0.13% 72
2021
Q1 		$788K Sell
27,948
-6
-0% -$172 0.15% 65
2020
Q4 		$814K Sell
27,954
-162
-0.6% -$4.72K 0.17% 62
2020
Q3 		$825K Sell
28,116
-326
-1% -$9.57K 0.2% 56
2020
Q2 		$836K Buy
+28,442
New +$834K 0.22% 56

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 $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Rockbridge Investment Management's SCHR Position: Q1 2026 in Review

Rockbridge Investment Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.18% in Q1 2026, buying an estimated $952 and bringing the position to 21,449 shares worth $534K. The position accounts for 0.05% of the portfolio, ranked #92.

Rockbridge Investment Management first reported a position in SCHR in Q2 2020 and has held it in 24 quarters since. The position peaked at $836K in Q2 2020. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Rockbridge Investment Management held 21,449 shares of Schwab Intermediately-Term US Treasury ETF worth $534K as of Q1 2026.
  • Rockbridge Investment Management bought 38 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $952.
  • Schwab Intermediately-Term US Treasury ETF made up 0.05% of Rockbridge Investment Management's portfolio in Q1 2026, its #92 holding.
  • Rockbridge Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2020 and has held it in 24 quarters since.
  • Rockbridge Investment Management's Schwab Intermediately-Term US Treasury ETF position peaked at $836K in Q2 2020.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.