S
SCHR

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

SignatureFD’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 		– Sell
-76
Closed -$1.91K – 3573
2025
Q4 		$1.91K Hold
76
– – ﹤0.01% 2983
2025
Q3 		$1.91K Buy
+76
New +$1.9K ﹤0.01% 2968
2024
Q3 		– Sell
-930
Closed -$22.7K – 3307
2024
Q2 		$22.7K Sell
930
-2,718
-75% -$65.8K ﹤0.01% 1898
2024
Q1 		$89.5K Buy
3,648
+3,626
+16,482% +$89.1K ﹤0.01% 1251
2023
Q4 		$547 Hold
22
– – ﹤0.01% 2963
2023
Q3 		$527 Hold
22
– – ﹤0.01% 3015
2023
Q2 		$542 Hold
22
– – ﹤0.01% 3063
2023
Q1 		$555 Buy
22
+2
+10% +$50 ﹤0.01% 3085
2022
Q4 		$492 Hold
20
– – ﹤0.01% 3112
2022
Q3 		$0 Sell
20
-280
-93% -$7.16K ﹤0.01% 3317
2022
Q2 		$8K Buy
+300
New +$7.76K ﹤0.01% 2243
2020
Q2 		– Sell
-1,000
Closed -$29K – 2648
2020
Q1 		$29K Buy
+1,000
New +$28.3K ﹤0.01% 1094
2019
Q2 		– Sell
-72
Closed -$2K – 2144
2019
Q1 		$2K Hold
72
– – ﹤0.01% 1796
2018
Q4 		$2K Buy
72
+14
+24% +$363 ﹤0.01% 1748
2018
Q3 		$2K Buy
58
+4
+7% +$104 ﹤0.01% 1719
2018
Q2 		$1K Buy
+54
New +$1.41K ﹤0.01% 1845
2016
Q4 		– Sell
-220
Closed -$6K – 1030
2016
Q3 		$6K Hold
220
– – ﹤0.01% 1187
2016
Q2 		$6K Hold
220
– – ﹤0.01% 1054
2016
Q1 		$6K Hold
220
– – ﹤0.01% 968
2015
Q4 		$6K Hold
220
– – ﹤0.01% 855
2015
Q3 		$6K Sell
220
-684
-76% -$18.4K ﹤0.01% 800
2015
Q2 		$24K Hold
904
– – 0.01% 438
2015
Q1 		$25K Hold
904
– – 0.01% 396
2014
Q4 		$24K Buy
904
+684
+311% +$18.3K 0.01% 384
2014
Q3 		$6K Hold
220
– – ﹤0.01% 525
2014
Q2 		$6K Buy
+220
New +$5.81K ﹤0.01% 565

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 $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

SignatureFD's SCHR Position: Q1 2026 in Review

SignatureFD sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026, closing a stake of 76 shares — an estimated $1.91K sold.

SignatureFD first reported a position in SCHR in Q2 2014 and held it in 26 quarters. The position peaked at $89.5K in Q1 2024. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • SignatureFD reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • SignatureFD sold 76 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $1.91K.
  • SignatureFD first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2014 and held it in 26 quarters.
  • SignatureFD's Schwab Intermediately-Term US Treasury ETF position peaked at $89.5K in Q1 2024.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.