SIM
SCHR

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

Synergy 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 		$18.3K Buy
+734
New +$18.4K 0.01% 418

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

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

Synergy Investment Management opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026: 734 shares worth $18.3K. The stake represents 0.01% of the portfolio and ranks #418 among its holdings.

510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Synergy Investment Management held 734 shares of Schwab Intermediately-Term US Treasury ETF worth $18.3K as of Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Synergy Investment Management position in Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #418 holding.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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