Sanctuary Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Sanctuary Advisors’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	$598K	Buy	24,010 +951	+4%	+$23.8K	﹤0.01%	1660
2025 Q4	$578K	Buy	23,059 +388	+2%	+$9.76K	﹤0.01%	1639
2025 Q3	$570K	Buy	22,671 +2,723	+14%	+$68K	﹤0.01%	1632
2025 Q2	$499K	Buy	19,948 +4,081	+26%	+$101K	﹤0.01%	1627
2025 Q1	$394K	Buy	15,867 +6,362	+67%	+$156K	﹤0.01%	1639
2024 Q4	$232K	Buy	+9,505	New	+$234K	﹤0.01%	2159

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 $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

Sanctuary Advisors's SCHR Position: Q1 2026 in Review

Sanctuary Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4.1% in Q1 2026, buying an estimated $23.8K and bringing the position to 24,010 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Sanctuary Advisors first reported a position in SCHR in Q4 2024 and has held it in 6 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Sanctuary Advisors held 24,010 shares of Schwab Intermediately-Term US Treasury ETF worth $598K as of Q1 2026.
Sanctuary Advisors bought 951 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $23.8K.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1660 holding.
Sanctuary Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.