Transamerica Financial Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $244K | Sell |
9,800
-1,754
| -15% | -$44K | 0.02% | 372 |
|
|
2025
Q4 | $290K | Buy |
11,554
+7,378
| +177% | +$186K | 0.02% | 309 |
|
|
2025
Q3 | $105K | Buy |
+4,176
| New | +$104K | 0.01% | 396 |
|
|
2024
Q3 | – | Sell |
-2
| Closed | -$1K | – | 652 |
|
|
2024
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 510 |
|
|
2024
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 555 |
|
|
2023
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 566 |
|
|
2023
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 587 |
|
|
2023
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 558 |
|
|
2023
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 543 |
|
|
2022
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 626 |
|
|
2022
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 590 |
|
|
2022
Q2 | $1K | Buy |
+2
| New | +$52 | ﹤0.01% | 597 |
|
|
2020
Q3 | – | Sell |
-2
| Closed | -$1K | – | 420 |
|
|
2020
Q2 | $1K | Buy |
+2
| New | +$59 | ﹤0.01% | 468 |
|
|
2019
Q3 | – | Sell |
-4
| Closed | -$1K | – | 447 |
|
|
2019
Q2 | $1K | Buy |
+4
| New | +$108 | ﹤0.01% | 514 |
|
|
2019
Q1 | – | Sell |
-2
| Closed | -$1K | – | 391 |
|
|
2018
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 474 |
|
|
2018
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 471 |
|
|
2018
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 453 |
|
|
2018
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 418 |
|
|
2017
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 395 |
|
|
2017
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 388 |
|
|
2017
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 366 |
|
|
2017
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 361 |
|
|
2016
Q4 | $1K | Buy |
+2
| New | +$54 | ﹤0.01% | 396 |
|
|
2015
Q4 | – | Sell |
-2
| Closed | -$1K | – | 862 |
|
|
2015
Q3 | $1K | Sell |
2
-4
| -67% | -$108 | ﹤0.01% | 784 |
|
|
2015
Q2 | $1K | Buy |
6
+4
| +200% | +$108 | ﹤0.01% | 846 |
|
|
2015
Q1 | $1K | Sell |
2
-186
| -99% | -$5.04K | ﹤0.01% | 842 |
|
|
2014
Q4 | $5K | Buy |
+188
| New | +$5.03K | ﹤0.01% | 557 |
|
|
2014
Q2 | – | Sell |
-39,476
| Closed | -$1.04M | – | 716 |
|
|
2014
Q1 | $1.04M | Buy |
39,476
+17,136
| +77% | +$451K | 0.1% | 103 |
|
|
2013
Q4 | $582K | Buy |
22,340
+4,464
| +25% | +$118K | 0.06% | 137 |
|
|
2013
Q3 | $473K | Buy |
17,876
+1,122
| +7% | +$29.4K | 0.06% | 143 |
|
|
2013
Q2 | $442K | Buy |
+16,754
| New | +$451K | 0.07% | 123 |
|
Other funds holding SCHR
ETC
CWA
MFT
Transamerica Financial Advisors's SCHR Position: Q1 2026 in Review
Transamerica Financial Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 15% in Q1 2026, selling an estimated $44K and leaving 9,800 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #372.
Transamerica Financial Advisors first reported a position in SCHR in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.04M in Q1 2014. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.
- Transamerica Financial Advisors held 9,800 shares of Schwab Intermediately-Term US Treasury ETF worth $244K as of Q1 2026.
- Transamerica Financial Advisors sold 1,754 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $44K.
- Schwab Intermediately-Term US Treasury ETF made up 0.02% of Transamerica Financial Advisors's portfolio in Q1 2026, its #372 holding.
- Transamerica Financial Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2013 and has held it in 31 quarters since.
- Transamerica Financial Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $1.04M in Q1 2014.
- 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.
Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.