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

Strategic Blueprint’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	$333K	Buy	13,365 +379	+3%	+$9.5K	0.02%	495
2025 Q4	$326K	Buy	12,986 +314	+2%	+$7.9K	0.02%	502
2025 Q3	$318K	Buy	12,672 +3,646	+40%	+$91.1K	0.01%	593
2025 Q2	$226K	Buy	+9,026	New	+$224K	0.01%	631
2021 Q3	–	Sell	-556	Closed	-$16K	–	1144
2021 Q2	$16K	Buy	+556	New	+$15.8K	﹤0.01%	865

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

Strategic Blueprint's SCHR Position: Q1 2026 in Review

Strategic Blueprint increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 2.9% in Q1 2026, buying an estimated $9.5K and bringing the position to 13,365 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #495.

Strategic Blueprint first reported a position in SCHR in Q2 2021 and has held it in 5 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Strategic Blueprint held 13,365 shares of Schwab Intermediately-Term US Treasury ETF worth $333K as of Q1 2026.
Strategic Blueprint bought 379 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $9.5K.
Schwab Intermediately-Term US Treasury ETF made up 0.02% of Strategic Blueprint's portfolio in Q1 2026, its #495 holding.
Strategic Blueprint first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2021 and has held it in 5 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.