Seek First’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Seek First’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	$238K	Sell	9,569 -57	-0.6%	-$1.43K	0.17%	55
2025 Q4	$241K	Buy	9,626 +117	+1%	+$2.94K	0.17%	53
2025 Q3	$239K	Buy	9,509 +90	+1%	+$2.25K	0.17%	53
2025 Q2	$236K	Buy	9,419 +89	+1%	+$2.21K	0.19%	52
2025 Q1	$232K	Buy	+9,330	New	+$228K	0.21%	48

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

Seek First's SCHR Position: Q1 2026 in Review

Seek First reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.59% in Q1 2026, selling an estimated $1.43K and leaving 9,569 shares worth $238K. The position accounts for 0.17% of the portfolio, ranked #55.

Seek First first reported a position in SCHR in Q1 2025 and has held it in 5 quarters since. The position peaked at $241K in Q4 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Seek First held 9,569 shares of Schwab Intermediately-Term US Treasury ETF worth $238K as of Q1 2026.
Seek First sold 57 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $1.43K.
Schwab Intermediately-Term US Treasury ETF made up 0.17% of Seek First's portfolio in Q1 2026, its #55 holding.
Seek First first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 5 quarters since.
Seek First's Schwab Intermediately-Term US Treasury ETF position peaked at $241K in Q4 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Seek First's 13F filing for Q1 2026, filed 24 Apr 2026.