WIA
SCHR

World Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

World Investment 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 		$484K Buy
19,449
+1,945
+11% +$48.7K 0.01% 1002
2025
Q4 		$439K Buy
+17,504
New +$441K 0.01% 983
2025
Q2 		– Sell
-14,872
Closed -$370K – 1190
2025
Q1 		$370K Buy
+14,872
New +$364K 0.01% 790

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

World Investment Advisors's SCHR Position: Q1 2026 in Review

World Investment Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 11% in Q1 2026, buying an estimated $48.7K and bringing the position to 19,449 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #1002.

World Investment Advisors first reported a position in SCHR in Q1 2025 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • World Investment Advisors held 19,449 shares of Schwab Intermediately-Term US Treasury ETF worth $484K as of Q1 2026.
  • World Investment Advisors bought 1,945 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $48.7K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #1002 holding.
  • World Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.