Smartleaf Asset Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Smartleaf Asset 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	$140K	Sell	5,616 -224	-4%	-$5.61K	0.01%	953
2025 Q4	$147K	Buy	5,840 +136	+2%	+$3.42K	0.01%	973
2025 Q3	$143K	Buy	5,704 +924	+19%	+$23.1K	0.01%	876
2025 Q2	$119K	Sell	4,780 -3,269	-41%	-$81K	0.01%	798
2025 Q1	$200K	Buy	8,049 +3,195	+66%	+$78.2K	0.02%	574
2024 Q4	$118K	Sell	4,854 -4	-0.1%	-$98	0.01%	767
2024 Q3	$123K	Buy	4,858 +252	+5%	+$6.3K	0.02%	643
2024 Q2	$113K	Buy	4,606 +1,278	+38%	+$30.9K	0.02%	544
2024 Q1	$81.7K	Buy	3,328 +1,928	+138%	+$47.4K	0.02%	570
2023 Q4	$34.8K	Buy	+1,400	New	+$33.8K	0.01%	588

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

Smartleaf Asset Management's SCHR Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.8% in Q1 2026, selling an estimated $5.61K and leaving 5,616 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #953.

Smartleaf Asset Management first reported a position in SCHR in Q4 2023 and has held it in 10 quarters since. The position peaked at $200K in Q1 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Smartleaf Asset Management held 5,616 shares of Schwab Intermediately-Term US Treasury ETF worth $140K as of Q1 2026.
Smartleaf Asset Management sold 224 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $5.61K.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #953 holding.
Smartleaf Asset Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Schwab Intermediately-Term US Treasury ETF position peaked at $200K in Q1 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.