WhitTier Trust Company’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

WhitTier Trust Company’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	$3.92K	Hold	158	–	–	﹤0.01%	1183
2025 Q4	$3.97K	Hold	158	–	–	﹤0.01%	1101
2025 Q3	$3.97K	Hold	158	–	–	﹤0.01%	1099
2025 Q2	$3.95K	Hold	158	–	–	﹤0.01%	1233
2025 Q1	$3.93K	Hold	158	–	–	﹤0.01%	1205
2024 Q4	$3.84K	Hold	158	–	–	﹤0.01%	1173
2024 Q3	$4K	Hold	158	–	–	﹤0.01%	1146
2024 Q2	$3.85K	Hold	158	–	–	﹤0.01%	1100
2024 Q1	$3.87K	Hold	158	–	–	﹤0.01%	1065
2023 Q4	$3.93K	Hold	158	–	–	﹤0.01%	1067
2023 Q3	$3.79K	Hold	158	–	–	﹤0.01%	1020
2023 Q2	$3.89K	Hold	158	–	–	﹤0.01%	1051
2023 Q1	$3.98K	Hold	158	–	–	﹤0.01%	1034
2022 Q4	$3.89K	Buy	+158	New	+$3.89K	﹤0.01%	1036

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

WhitTier Trust Company's SCHR Position: Q1 2026 in Review

WhitTier Trust Company held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q1 2026 at 158 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

WhitTier Trust Company first reported a position in SCHR in Q4 2022 and has held it in 14 quarters since. The position peaked at $4K in Q3 2024. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

WhitTier Trust Company held 158 shares of Schwab Intermediately-Term US Treasury ETF worth $3.92K as of Q1 2026.
WhitTier Trust Company left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #1183 holding.
WhitTier Trust Company first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 14 quarters since.
WhitTier Trust Company's Schwab Intermediately-Term US Treasury ETF position peaked at $4K in Q3 2024.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.