SL
SCHR

Salomon & Ludwin’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Salomon & Ludwin’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 		$1.24K Hold
50
– – ﹤0.01% 1990
2025
Q4 		$1.26K Hold
50
– – ﹤0.01% 2041
2025
Q3 		$1.25K Hold
50
– – ﹤0.01% 2028
2025
Q2 		$1.24K Hold
50
– – ﹤0.01% 716
2025
Q1 		$1.24K Hold
50
– – ﹤0.01% 627
2024
Q4 		$1.22K Buy
+50
New +$1.23K ﹤0.01% 642

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

Salomon & Ludwin's SCHR Position: Q1 2026 in Review

Salomon & Ludwin held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q1 2026 at 50 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Salomon & Ludwin first reported a position in SCHR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.26K in Q4 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Salomon & Ludwin held 50 shares of Schwab Intermediately-Term US Treasury ETF worth $1.24K as of Q1 2026.
  • Salomon & Ludwin 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 Salomon & Ludwin's portfolio in Q1 2026, its #1990 holding.
  • Salomon & Ludwin first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • Salomon & Ludwin's Schwab Intermediately-Term US Treasury ETF position peaked at $1.26K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.