TD Private Client Wealth’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

TD Private Client Wealth’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	$1.15M	Buy	46,083 +1,794	+4%	+$45K	0.02%	339
2025 Q4	$1.11M	Sell	44,289 -4,403	-9%	-$111K	0.02%	342
2025 Q3	$1.22M	Buy	48,692 +1,376	+3%	+$34.4K	0.03%	325
2025 Q2	$1.18M	Buy	47,316 +5,766	+14%	+$143K	0.03%	328
2025 Q1	$1.03M	Buy	41,550 +447	+1%	+$10.9K	0.03%	340
2024 Q4	$998K	Buy	41,103 +4,175	+11%	+$103K	0.03%	356
2024 Q3	$934K	Sell	36,928 -72,190	-66%	-$1.8M	0.03%	375
2024 Q2	$2.66M	Buy	109,118 +20,102	+23%	+$487K	0.08%	181
2024 Q1	$2.18M	Buy	89,016 +1,852	+2%	+$45.5K	0.07%	217
2023 Q4	$2.17M	Sell	87,164 -2,884	-3%	-$69.7K	0.08%	207
2023 Q3	$2.16M	Buy	90,048 +3,572	+4%	+$86.9K	0.09%	194
2023 Q2	$2.13M	Buy	86,476 +4,854	+6%	+$122K	0.09%	217
2023 Q1	$2.06M	Buy	81,622 +206	+0.3%	+$5.13K	0.09%	218
2022 Q4	$2M	Buy	81,416 +3,746	+5%	+$92.2K	0.09%	214
2022 Q3	$1.91M	Buy	77,670 +77,386	+27,249%	+$1.98M	0.1%	213
2022 Q2	$7.33K	Sell	284 -8	-3%	-$207	﹤0.01%	1025
2022 Q1	$7.78K	Sell	292 -124	-30%	-$3.39K	﹤0.01%	1066
2021 Q4	$11.7K	Buy	416 +22	+6%	+$619	﹤0.01%	903
2021 Q3	$11.2K	Hold	394	–	–	﹤0.01%	906
2021 Q2	$11.2K	Sell	394 -570	-59%	-$16.2K	﹤0.01%	907
2021 Q1	$27.2K	Buy	964 +288	+43%	+$8.26K	﹤0.01%	796
2020 Q4	$19.7K	Buy	+676	New	+$19.7K	﹤0.01%	778

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 $434M AUM 11.97% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

TD Private Client Wealth's SCHR Position: Q1 2026 in Review

TD Private Client Wealth increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4.1% in Q1 2026, buying an estimated $45K and bringing the position to 46,083 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #339.

TD Private Client Wealth first reported a position in SCHR in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.66M in Q2 2024. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

TD Private Client Wealth held 46,083 shares of Schwab Intermediately-Term US Treasury ETF worth $1.15M as of Q1 2026.
TD Private Client Wealth bought 1,794 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $45K.
Schwab Intermediately-Term US Treasury ETF made up 0.02% of TD Private Client Wealth's portfolio in Q1 2026, its #339 holding.
TD Private Client Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and has held it in 22 quarters since.
TD Private Client Wealth's Schwab Intermediately-Term US Treasury ETF position peaked at $2.66M in Q2 2024.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.