Vise Technologies’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Vise Technologies’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	$2.91M	Hold	116,159	–	–	0.06%	267
2025 Q4	$2.91M	Buy	116,159 +6,833	+6%	+$172K	0.06%	268
2025 Q3	$2.75M	Sell	109,326 -4,798	-4%	-$120K	0.1%	189
2025 Q2	$2.86M	Buy	+114,124	New	+$2.83M	0.12%	187
2024 Q4	$2.97M	Buy	122,079 +22,977	+23%	+$565K	0.25%	80
2024 Q3	$2.51M	Sell	99,102 -4,592	-4%	-$115K	0.32%	70
2024 Q2	$2.53M	Buy	103,694 +19,434	+23%	+$470K	0.44%	51
2024 Q1	$2.07M	Sell	84,260 -5,018	-6%	-$123K	0.41%	59
2023 Q4	$2.22M	Sell	89,278 -7,156	-7%	-$173K	0.48%	54
2023 Q3	$2.31M	Buy	96,434 +29,810	+45%	+$726K	0.57%	41
2023 Q2	$1.64M	Buy	66,624 +4,126	+7%	+$103K	0.4%	57
2023 Q1	$1.58M	Buy	62,498 +18,164	+41%	+$453K	0.42%	55
2022 Q4	$1.09M	Sell	44,334 -7,238	-14%	-$178K	0.34%	69
2022 Q3	$1.27M	Buy	51,572 +8,014	+18%	+$205K	0.48%	42
2022 Q2	$1.12M	Buy	+43,558	New	+$1.13M	0.44%	55

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

Vise Technologies's SCHR Position: Q1 2026 in Review

Vise Technologies held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q1 2026 at 116,159 shares worth $2.91M. The position accounts for 0.06% of the portfolio, ranked #267.

Vise Technologies first reported a position in SCHR in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.97M in Q4 2024. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Vise Technologies held 116,159 shares of Schwab Intermediately-Term US Treasury ETF worth $2.91M as of Q1 2026.
Vise Technologies left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Intermediately-Term US Treasury ETF made up 0.06% of Vise Technologies's portfolio in Q1 2026, its #267 holding.
Vise Technologies first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2022 and has held it in 15 quarters since.
Vise Technologies's Schwab Intermediately-Term US Treasury ETF position peaked at $2.97M in Q4 2024.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.