Triumph Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Triumph Capital 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	–	Sell	-1,371	Closed	-$34.4K	–	1888
2025 Q4	$34.4K	Buy	+1,371	New	+$34.5K	0.01%	708
2022 Q1	–	Sell	-13,234	Closed	-$371K	–	242
2021 Q4	$371K	Sell	13,234 -660	-5%	-$18.6K	0.16%	137
2021 Q3	$394K	Buy	+13,894	New	+$397K	0.18%	128

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

Triumph Capital Management's SCHR Position: Q1 2026 in Review

Triumph Capital Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026, closing a stake of 1,371 shares — an estimated $34.4K sold.

Triumph Capital Management first reported a position in SCHR in Q3 2021 and held it in 3 quarters. The position peaked at $394K in Q3 2021. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Triumph Capital Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Triumph Capital Management sold 1,371 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $34.4K.
Triumph Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2021 and held it in 3 quarters.
Triumph Capital Management's Schwab Intermediately-Term US Treasury ETF position peaked at $394K in Q3 2021.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.