Rothschild Investment LLC’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Rothschild Investment LLC’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	$3.74K	Hold	150	–	–	﹤0.01%	2219
2025 Q4	$3.76K	Hold	150	–	–	﹤0.01%	2041
2025 Q3	$3.77K	Hold	150	–	–	﹤0.01%	1840
2025 Q2	$3.75K	Buy	150 +44	+42%	+$1.09K	﹤0.01%	1652
2025 Q1	$2.63K	Buy	106 +10	+10%	+$245	﹤0.01%	1732
2024 Q4	$2.33K	Hold	96	–	–	﹤0.01%	1718
2024 Q3	$2.43K	Buy	96 +50	+109%	+$1.25K	﹤0.01%	1628
2024 Q2	$1.12K	Hold	46	–	–	﹤0.01%	1600
2024 Q1	$1.13K	Hold	46	–	–	﹤0.01%	1255
2023 Q4	$1.14K	Buy	+46	New	+$1.11K	﹤0.01%	1188

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 $21.9B AUM 68.6% 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

Rothschild Investment LLC's SCHR Position: Q1 2026 in Review

Rothschild Investment LLC held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q1 2026 at 150 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

Rothschild Investment LLC first reported a position in SCHR in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.77K in Q3 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Rothschild Investment LLC held 150 shares of Schwab Intermediately-Term US Treasury ETF worth $3.74K as of Q1 2026.
Rothschild Investment LLC left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2219 holding.
Rothschild Investment LLC first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Rothschild Investment LLC's Schwab Intermediately-Term US Treasury ETF position peaked at $3.77K in Q3 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.