True Link Financial Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

True Link Financial Advisors’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	$1.28M	Buy	51,503 +3,454	+7%	+$86.6K	0.08%	26
2025 Q4	$1.21M	Buy	48,049 +3,388	+8%	+$85.3K	0.07%	36
2025 Q3	$1.12M	Buy	44,661 +4,359	+11%	+$109K	0.07%	36
2025 Q2	$1.01M	Buy	40,302 +36	+0.1%	+$892	0.07%	37
2025 Q1	$1M	Buy	40,266 +12,115	+43%	+$297K	0.07%	35
2024 Q4	$684K	Buy	+28,151	New	+$693K	0.06%	29
2022 Q1	–	Sell	-606	Closed	-$17K	–	248
2021 Q4	$17K	Hold	606	–	–	﹤0.01%	587
2021 Q3	$17K	Hold	606	–	–	﹤0.01%	589
2021 Q2	$17K	Hold	606	–	–	﹤0.01%	527
2021 Q1	$17K	Hold	606	–	–	﹤0.01%	586
2020 Q4	$18K	Buy	+606	New	+$17.7K	﹤0.01%	619

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

True Link Financial Advisors's SCHR Position: Q1 2026 in Review

True Link Financial Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 7.2% in Q1 2026, buying an estimated $86.6K and bringing the position to 51,503 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #26.

True Link Financial Advisors first reported a position in SCHR in Q4 2020 and has held it in 11 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

True Link Financial Advisors held 51,503 shares of Schwab Intermediately-Term US Treasury ETF worth $1.28M as of Q1 2026.
True Link Financial Advisors bought 3,454 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $86.6K.
Schwab Intermediately-Term US Treasury ETF made up 0.08% of True Link Financial Advisors's portfolio in Q1 2026, its #26 holding.
True Link Financial Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and has held it in 11 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.