WFA
SCHR

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

WestHill 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 		$30.8M Buy
1,234,746
+95,937
+8% +$2.4M 5.88% 6
2025
Q4 		$28.6M Sell
1,138,809
-303
-0% -$7.63K 5.43% 6
2025
Q3 		$28.6M Buy
1,139,112
+77,980
+7% +$1.95M 5.61% 6
2025
Q2 		$26.6M Buy
1,061,132
+9,047
+0.9% +$224K 5.63% 6
2025
Q1 		$26.2M Buy
1,052,085
+91,362
+10% +$2.24M 5.98% 6
2024
Q4 		$23.3M Sell
960,723
-28,099
-3% -$691K 5.23% 6
2024
Q3 		$25M Buy
988,822
+39,836
+4% +$995K 5.61% 6
2024
Q2 		$23.1M Buy
948,986
+16,026
+2% +$388K 5.62% 6
2024
Q1 		$22.9M Buy
932,960
+48,438
+5% +$1.19M 5.63% 6
2023
Q4 		$22M Sell
884,522
-32,792
-4% -$792K 5.83% 6
2023
Q3 		$22M Buy
917,314
+14,404
+2% +$351K 6.42% 6
2023
Q2 		$22.2M Buy
902,910
+17,772
+2% +$445K 6.29% 6
2023
Q1 		$22.3M Buy
885,138
+49,864
+6% +$1.24M 6.68% 6
2022
Q4 		$20.6M Sell
835,274
-13,140
-2% -$323K 6.57% 6
2022
Q3 		$20.8M Buy
848,414
+7,360
+0.9% +$188K 7.11% 6
2022
Q2 		$21.7M Sell
841,054
-11,398
-1% -$295K 7.16% 6
2022
Q1 		$22.7M Buy
+852,452
New +$23.3M 6.55% 6

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 $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

WestHill Financial Advisors's SCHR Position: Q1 2026 in Review

WestHill Financial Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 8.4% in Q1 2026, buying an estimated $2.4M and bringing the position to 1,234,746 shares worth $30.8M. The position accounts for 5.88% of the portfolio, ranked #6.

WestHill Financial Advisors first reported a position in SCHR in Q1 2022 and has held it in 17 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • WestHill Financial Advisors held 1,234,746 shares of Schwab Intermediately-Term US Treasury ETF worth $30.8M as of Q1 2026.
  • WestHill Financial Advisors bought 95,937 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $2.4M.
  • Schwab Intermediately-Term US Treasury ETF made up 5.88% of WestHill Financial Advisors's portfolio in Q1 2026, its #6 holding.
  • WestHill Financial Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2022 and has held it in 17 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on WestHill Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.