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

Simplicity 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	$310K	Sell	12,458 -31,424	-72%	-$788K	0.02%	576
2025 Q4	$1.1M	Buy	43,882 +2,425	+6%	+$61K	0.07%	258
2025 Q3	$1.04M	Buy	+41,457	New	+$1.04M	0.06%	279
2022 Q4	–	Sell	-11,702	Closed	-$287K	–	79
2022 Q3	$287K	Buy	11,702 +2	+0%	+$51	0.39%	56
2022 Q2	$302K	Sell	11,700 -12,632	-52%	-$327K	0.44%	47
2022 Q1	$648K	Sell	24,332 -12,100	-33%	-$330K	0.63%	41
2021 Q4	$1.02M	Buy	+36,432	New	+$1.03M	0.55%	41

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

Simplicity Wealth's SCHR Position: Q1 2026 in Review

Simplicity Wealth reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 72% in Q1 2026, selling an estimated $788K and leaving 12,458 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #576.

Simplicity Wealth first reported a position in SCHR in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Simplicity Wealth held 12,458 shares of Schwab Intermediately-Term US Treasury ETF worth $310K as of Q1 2026.
Simplicity Wealth sold 31,424 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $788K.
Schwab Intermediately-Term US Treasury ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #576 holding.
Simplicity Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and has held it in 7 quarters since.
Simplicity Wealth's Schwab Intermediately-Term US Treasury ETF position peaked at $1.1M in Q4 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.