VST
SCHR

Van Strum & Towne’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Van Strum & Towne’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 		$679K Buy
27,245
+2,480
+10% +$62.2K 0.2% 61
2025
Q4 		$621K Buy
24,765
+16,115
+186% +$406K 0.17% 70
2025
Q3 		$217K Hold
8,650
– – 0.06% 108
2025
Q2 		$217K Buy
8,650
+600
+7% +$14.9K 0.07% 108
2025
Q1 		$200K Buy
+8,050
New +$197K 0.07% 114
2024
Q4 		– Sell
-8,050
Closed -$204K – 110
2024
Q3 		$204K Buy
+8,050
New +$201K 0.07% 105

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 $21.9B AUM 68.6% 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

Van Strum & Towne's SCHR Position: Q1 2026 in Review

Van Strum & Towne increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 10% in Q1 2026, buying an estimated $62.2K and bringing the position to 27,245 shares worth $679K. The position accounts for 0.2% of the portfolio, ranked #61.

Van Strum & Towne first reported a position in SCHR in Q3 2024 and has held it in 6 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Van Strum & Towne held 27,245 shares of Schwab Intermediately-Term US Treasury ETF worth $679K as of Q1 2026.
  • Van Strum & Towne bought 2,480 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $62.2K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.2% of Van Strum & Towne's portfolio in Q1 2026, its #61 holding.
  • Van Strum & Towne first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2024 and has held it in 6 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.