SS
SCHR

Sunbelt Securities’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Sunbelt Securities’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 		$450 Buy
+18
New +$451 ﹤0.01% 2314
2020
Q2 		– Sell
-7,040
Closed -$204K – 370
2020
Q1 		$204K Buy
+7,040
New +$199K 0.01% 344

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 $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

Sunbelt Securities's SCHR Position: Q1 2026 in Review

Sunbelt Securities opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026: 18 shares worth $450. The stake represents ﹤0.01% of the portfolio and ranks #2314 among its holdings. This is a return to the name: Sunbelt Securities previously reported a position in SCHR as recently as Q1 2020.

Sunbelt Securities first reported a position in SCHR in Q1 2020 and has held it in 2 quarters since. The position peaked at $204K in Q1 2020. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Sunbelt Securities held 18 shares of Schwab Intermediately-Term US Treasury ETF worth $450 as of Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Sunbelt Securities position in Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2314 holding.
  • Sunbelt Securities first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and has held it in 2 quarters since.
  • Sunbelt Securities's Schwab Intermediately-Term US Treasury ETF position peaked at $204K in Q1 2020.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.