WAG
SCHR

Wiser Advisor Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Wiser Advisor Group’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 		$2.14K Sell
86
-57
-40% -$1.43K ﹤0.01% 215
2025
Q4 		$3.6K Buy
143
+1
+0.7% +$25 ﹤0.01% 209
2025
Q3 		$3.58K Buy
+142
New +$3.55K ﹤0.01% 218
2025
Q2 		– Sell
-229
Closed -$5.69K – 215
2025
Q1 		$5.69K Buy
229
+5
+2% +$122 0.01% 204
2024
Q4 		$5.44K Buy
224
+4
+2% +$98 0.01% 207
2024
Q3 		$5.56K Sell
220
-186
-46% -$4.65K 0.01% 209
2024
Q2 		$9.86K Buy
406
+82
+25% +$1.99K 0.02% 191
2024
Q1 		$8.04K Sell
324
-2
-0.6% -$49 0.01% 204
2023
Q4 		$8.11K Buy
+326
New +$7.88K 0.01% 194

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

Wiser Advisor Group's SCHR Position: Q1 2026 in Review

Wiser Advisor Group reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 40% in Q1 2026, selling an estimated $1.43K and leaving 86 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Wiser Advisor Group first reported a position in SCHR in Q4 2023 and has held it in 9 quarters since. The position peaked at $9.86K in Q2 2024. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Wiser Advisor Group held 86 shares of Schwab Intermediately-Term US Treasury ETF worth $2.14K as of Q1 2026.
  • Wiser Advisor Group sold 57 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $1.43K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Wiser Advisor Group's portfolio in Q1 2026, its #215 holding.
  • Wiser Advisor Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 9 quarters since.
  • Wiser Advisor Group's Schwab Intermediately-Term US Treasury ETF position peaked at $9.86K in Q2 2024.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.