Studio Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Studio Investment 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	$1.17M	Sell	47,014 -1,218	-3%	-$30.5K	0.21%	69
2025 Q4	$1.21M	Buy	48,232 +1,825	+4%	+$45.9K	0.22%	68
2025 Q3	$1.17M	Buy	46,407 +1,539	+3%	+$38.5K	0.22%	68
2025 Q2	$1.12M	Buy	44,868 +12,993	+41%	+$322K	0.23%	71
2025 Q1	$792K	Buy	31,875 +2,726	+9%	+$66.7K	0.16%	83
2024 Q4	$708K	Buy	+29,149	New	+$717K	0.15%	91

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

Studio Investment Management's SCHR Position: Q1 2026 in Review

Studio Investment Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 2.5% in Q1 2026, selling an estimated $30.5K and leaving 47,014 shares worth $1.17M. The position accounts for 0.21% of the portfolio, ranked #69.

Studio Investment Management first reported a position in SCHR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q4 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Studio Investment Management held 47,014 shares of Schwab Intermediately-Term US Treasury ETF worth $1.17M as of Q1 2026.
Studio Investment Management sold 1,218 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $30.5K.
Schwab Intermediately-Term US Treasury ETF made up 0.21% of Studio Investment Management's portfolio in Q1 2026, its #69 holding.
Studio Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Studio Investment Management's Schwab Intermediately-Term US Treasury ETF position peaked at $1.21M in Q4 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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