Sigma Planning Corp’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Sigma Planning Corp’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	$403K	Sell	16,183 -5,912	-27%	-$148K	0.01%	932
2025 Q4	$554K	Sell	22,095 -109	-0.5%	-$2.74K	0.02%	757
2025 Q3	$558K	Sell	22,204 -1,932	-8%	-$48.3K	0.02%	772
2025 Q2	$604K	Sell	24,136 -148	-0.6%	-$3.67K	0.02%	703
2025 Q1	$604K	Sell	24,284 -174	-0.7%	-$4.26K	0.02%	654
2024 Q4	$594K	Buy	24,458 +410	+2%	+$10.1K	0.02%	667
2024 Q3	$608K	Sell	24,048 -8	-0%	-$200	0.02%	669
2024 Q2	$587K	Sell	24,056 -1,244	-5%	-$30.1K	0.02%	665
2024 Q1	$621K	Buy	25,300 +16,412	+185%	+$403K	0.02%	672
2023 Q4	$221K	Sell	8,888 -17,992	-67%	-$435K	0.02%	747
2023 Q3	$644K	Sell	26,880 -426	-2%	-$10.4K	0.02%	604
2023 Q2	$673K	Buy	27,306 +18,662	+216%	+$468K	0.02%	614
2023 Q1	$218K	Buy	8,644 +88	+1%	+$2.19K	0.01%	1143
2022 Q4	$211K	Buy	+8,556	New	+$211K	0.01%	1115
2020 Q3	–	Sell	-48,364	Closed	-$1.42M	–	1150
2020 Q2	$1.42M	Buy	+48,364	New	+$1.42M	0.06%	299

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 $434M AUM 11.97% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Sigma Planning Corp's SCHR Position: Q1 2026 in Review

Sigma Planning Corp reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 27% in Q1 2026, selling an estimated $148K and leaving 16,183 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #932.

Sigma Planning Corp first reported a position in SCHR in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.42M in Q2 2020. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Sigma Planning Corp held 16,183 shares of Schwab Intermediately-Term US Treasury ETF worth $403K as of Q1 2026.
Sigma Planning Corp sold 5,912 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $148K.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #932 holding.
Sigma Planning Corp first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2020 and has held it in 15 quarters since.
Sigma Planning Corp's Schwab Intermediately-Term US Treasury ETF position peaked at $1.42M in Q2 2020.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.