SageView Advisory Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

SageView Advisory Group’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	-3,435	Closed	-$86.2K	–	2084
2025 Q4	$86.2K	Buy	+3,435	New	+$86.4K	﹤0.01%	872
2024 Q2	–	Sell	-49,528	Closed	-$1.78M	–	724
2024 Q1	$1.78M	Buy	+49,528	New	+$1.22M	0.09%	124
2023 Q4	–	Sell	-9,636	Closed	-$233K	–	451
2023 Q3	$231K	Sell	9,636 -644	-6%	-$15.7K	0.01%	485
2023 Q2	$253K	Buy	10,280 +242	+2%	+$6.06K	0.01%	479
2023 Q1	$253K	Sell	10,038 -17,686	-64%	-$441K	0.02%	418
2022 Q4	$682K	Buy	+27,724	New	+$682K	0.06%	201

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

SageView Advisory Group's SCHR Position: Q1 2026 in Review

SageView Advisory Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026, closing a stake of 3,435 shares — an estimated $86.2K sold.

SageView Advisory Group first reported a position in SCHR in Q4 2022 and held it in 6 quarters. The position peaked at $1.78M in Q1 2024. 512 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

SageView Advisory Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 3,435 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $86.2K.
SageView Advisory Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and held it in 6 quarters.
SageView Advisory Group's Schwab Intermediately-Term US Treasury ETF position peaked at $1.78M in Q1 2024.
512 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.