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

Signal Advisors Wealth’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	$432K	Buy	+17,327	New	+$434K	0.03%	389
2025 Q3	–	Sell	-25,240	Closed	-$632K	–	529
2025 Q2	$632K	Buy	+25,240	New	+$625K	0.05%	259

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

Signal Advisors Wealth's SCHR Position: Q1 2026 in Review

Signal Advisors Wealth opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026: 17,327 shares worth $432K. The stake represents 0.03% of the portfolio and ranks #389 among its holdings. This is a return to the name: Signal Advisors Wealth previously reported a position in SCHR as recently as Q2 2025.

Signal Advisors Wealth first reported a position in SCHR in Q2 2025 and has held it in 2 quarters since. The position peaked at $632K in Q2 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Signal Advisors Wealth held 17,327 shares of Schwab Intermediately-Term US Treasury ETF worth $432K as of Q1 2026.
Schwab Intermediately-Term US Treasury ETF was a new Signal Advisors Wealth position in Q1 2026.
Schwab Intermediately-Term US Treasury ETF made up 0.03% of Signal Advisors Wealth's portfolio in Q1 2026, its #389 holding.
Signal Advisors Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and has held it in 2 quarters since.
Signal Advisors Wealth's Schwab Intermediately-Term US Treasury ETF position peaked at $632K in Q2 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.