YAL
SCHR

Your Advocates Ltd’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Your Advocates Ltd’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 		$25M Buy
1,002,894
+131,664
+15% +$3.3M 7.62% 4
2025
Q4 		$21.9M Buy
871,230
+53,965
+7% +$1.36M 7.13% 5
2025
Q3 		$20.5M Buy
817,265
+26,587
+3% +$664K 6.88% 6
2025
Q2 		$19.8M Buy
790,678
+7,789
+1% +$193K 7.11% 6
2025
Q1 		$19.5M Buy
782,889
+11,277
+1% +$276K 7.47% 5
2024
Q4 		$18.7M Buy
771,612
+29,714
+4% +$731K 7.45% 5
2024
Q3 		$18.8M Sell
741,898
-8,138
-1% -$203K 7.37% 5
2024
Q2 		$18.3M Sell
750,036
-192,580
-20% -$4.66M 7.68% 4
2024
Q1 		$23.1M Sell
942,616
-35,780
-4% -$880K 9.76% 4
2023
Q4 		$24.3M Buy
978,396
+607,394
+164% +$14.7M 9.79% 4
2023
Q3 		$8.89M Buy
371,002
+35,914
+11% +$874K 5.31% 7
2023
Q2 		$8.26M Buy
335,088
+44,394
+15% +$1.11M 4.23% 9
2023
Q1 		$7.33M Sell
290,694
-1,158,736
-80% -$28.9M 4.02% 9
2022
Q4 		$35.7M Sell
1,449,430
-182,800
-11% -$4.5M 20.61% 1
2022
Q3 		$40.1M Sell
1,632,230
-33,978
-2% -$869K 24.04% 1
2022
Q2 		$43M Buy
1,666,208
+30,818
+2% +$797K 25.44% 1
2022
Q1 		$43.5M Buy
1,635,390
+128,650
+9% +$3.51M 24.71% 1
2021
Q4 		$42.3M Buy
1,506,740
+215,592
+17% +$6.07M 23.9% 2
2021
Q3 		$36.6M Buy
1,291,148
+73,308
+6% +$2.1M 23.72% 2
2021
Q2 		$34.6M Buy
1,217,840
+377,516
+45% +$10.7M 22.49% 2
2021
Q1 		$23.7M Buy
840,324
+259,364
+45% +$7.44M 17.52% 1
2020
Q4 		$16.9M Sell
580,960
-417,126
-42% -$12.2M 12.44% 1
2020
Q3 		$29.3M Sell
998,086
-273,142
-21% -$8.02M 22.98% 1
2020
Q2 		$37.3M Buy
1,271,228
+908,148
+250% +$26.6M 25.85% 2
2020
Q1 		$10.7M Buy
363,080
+64,774
+22% +$1.83M 9.21% 4
2019
Q4 		$8.19M Buy
+298,306
New +$8.24M 6.47% 8

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 $21.9B AUM 68.6% 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

Your Advocates Ltd's SCHR Position: Q1 2026 in Review

Your Advocates Ltd increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 15% in Q1 2026, buying an estimated $3.3M and bringing the position to 1,002,894 shares worth $25M. The position accounts for 7.62% of the portfolio, ranked #4.

Your Advocates Ltd first reported a position in SCHR in Q4 2019 and has held it in 26 quarters since. The position peaked at $43.5M in Q1 2022. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Your Advocates Ltd held 1,002,894 shares of Schwab Intermediately-Term US Treasury ETF worth $25M as of Q1 2026.
  • Your Advocates Ltd bought 131,664 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $3.3M.
  • Schwab Intermediately-Term US Treasury ETF made up 7.62% of Your Advocates Ltd's portfolio in Q1 2026, its #4 holding.
  • Your Advocates Ltd first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and has held it in 26 quarters since.
  • Your Advocates Ltd's Schwab Intermediately-Term US Treasury ETF position peaked at $43.5M in Q1 2022.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.