SPIA
SCHR

Steward Partners Investment Advisory’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Steward Partners Investment Advisory’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 		$106K Buy
4,249
+2,312
+119% +$57.9K ﹤0.01% 2345
2025
Q4 		$48.6K Buy
1,937
+393
+25% +$9.89K ﹤0.01% 2685
2025
Q3 		$38.8K Sell
1,544
-2,944
-66% -$73.6K ﹤0.01% 2735
2025
Q2 		$112K Sell
4,488
-4,001
-47% -$99.1K ﹤0.01% 2049
2025
Q1 		$211K Buy
8,489
+2,985
+54% +$73.1K ﹤0.01% 1624
2024
Q4 		$134K Buy
5,504
+5,388
+4,645% +$133K ﹤0.01% 1830
2024
Q3 		$2.94K Sell
116
-104
-47% -$2.6K ﹤0.01% 3358
2024
Q2 		$5.37K Sell
220
-58
-21% -$1.4K ﹤0.01% 3018
2024
Q1 		$6.82K Buy
278
+88
+46% +$2.16K ﹤0.01% 2949
2023
Q4 		$4.72K Sell
190
-36
-16% -$870 ﹤0.01% 2979
2023
Q3 		$5.42K Sell
226
-4
-2% -$97 ﹤0.01% 2795
2023
Q2 		$5.67K Sell
230
-366
-61% -$9.17K ﹤0.01% 2755
2023
Q1 		$15K Sell
596
-4
-0.7% -$100 ﹤0.01% 2372
2022
Q4 		$14.8K Buy
600
+206
+52% +$5.07K ﹤0.01% 2389
2022
Q3 		$10K Sell
394
-316
-45% -$8.08K ﹤0.01% 2547
2022
Q2 		$18K Buy
710
+380
+115% +$9.82K ﹤0.01% 2279
2022
Q1 		$9K Buy
330
+42
+15% +$1.15K ﹤0.01% 2714
2021
Q4 		$8K Hold
288
– – ﹤0.01% 2694
2021
Q3 		$8K Hold
288
– – ﹤0.01% 2686
2021
Q2 		$8K Sell
288
-3,122
-92% -$88.6K ﹤0.01% 6326
2021
Q1 		$96.2K Buy
+3,410
New +$97.8K ﹤0.01% 1651
2020
Q1 		– Sell
-16
Closed – – 2677
2019
Q4 		$0 Hold
16
– – ﹤0.01% 2724
2019
Q3 		$0 Hold
16
– – ﹤0.01% 2749
2019
Q2 		$0 Buy
+16
New +$432 ﹤0.01% 2681

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 $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

Steward Partners Investment Advisory's SCHR Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 119% in Q1 2026, buying an estimated $57.9K and bringing the position to 4,249 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

Steward Partners Investment Advisory first reported a position in SCHR in Q2 2019 and has held it in 24 quarters since. The position peaked at $211K in Q1 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Steward Partners Investment Advisory held 4,249 shares of Schwab Intermediately-Term US Treasury ETF worth $106K as of Q1 2026.
  • Steward Partners Investment Advisory bought 2,312 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $57.9K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2345 holding.
  • Steward Partners Investment Advisory first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2019 and has held it in 24 quarters since.
  • Steward Partners Investment Advisory's Schwab Intermediately-Term US Treasury ETF position peaked at $211K in Q1 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.