Signet Financial Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Signet Financial Management’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	$6.52M	Buy	261,725 +76,085	+41%	+$1.91M	0.73%	39
2025 Q4	$4.66M	Buy	185,640 +53,172	+40%	+$1.34M	0.52%	63
2025 Q3	$3.33M	Buy	132,468 +35,337	+36%	+$883K	0.39%	85
2025 Q2	$2.43M	Buy	97,131 +36,420	+60%	+$902K	0.31%	103
2025 Q1	$1.51M	Buy	+60,711	New	+$1.49M	0.2%	133

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Signet Financial Management's SCHR Position: Q1 2026 in Review

Signet Financial Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 41% in Q1 2026, buying an estimated $1.91M and bringing the position to 261,725 shares worth $6.52M. The position accounts for 0.73% of the portfolio, ranked #39.

Signet Financial Management first reported a position in SCHR in Q1 2025 and has held it in 5 quarters since. 512 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Signet Financial Management held 261,725 shares of Schwab Intermediately-Term US Treasury ETF worth $6.52M as of Q1 2026.
Signet Financial Management bought 76,085 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $1.91M.
Schwab Intermediately-Term US Treasury ETF made up 0.73% of Signet Financial Management's portfolio in Q1 2026, its #39 holding.
Signet Financial Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 5 quarters since.
512 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.