UCB
SCHR

United Community Bank’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

United Community Bank’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 		$39.9K Buy
+1,600
New +$40.1K 0.01% 356
2025
Q4 		– Sell
-1,600
Closed -$40.2K – 625
2025
Q3 		$40.2K Buy
+1,600
New +$40K 0.01% 349
2025
Q1 		– Sell
-30
Closed -$729 – 509
2024
Q4 		$729 Buy
+30
New +$738 ﹤0.01% 390

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 $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

United Community Bank's SCHR Position: Q1 2026 in Review

United Community Bank opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026: 1,600 shares worth $39.9K. The stake represents 0.01% of the portfolio and ranks #356 among its holdings. This is a return to the name: United Community Bank previously reported a position in SCHR as recently as Q3 2025.

United Community Bank first reported a position in SCHR in Q4 2024 and has held it in 3 quarters since. The position peaked at $40.2K in Q3 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • United Community Bank held 1,600 shares of Schwab Intermediately-Term US Treasury ETF worth $39.9K as of Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new United Community Bank position in Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of United Community Bank's portfolio in Q1 2026, its #356 holding.
  • United Community Bank first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 3 quarters since.
  • United Community Bank's Schwab Intermediately-Term US Treasury ETF position peaked at $40.2K in Q3 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.