1620 Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

1620 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 Q2	$938K	Sell	38,040 -7,030	-16%	-$174K	0.58%	39
2026 Q1	$1.12M	Hold	45,070	–	–	0.76%	27
2025 Q4	$1.13M	Sell	45,070 -2,405	-5%	-$60.5K	0.75%	28
2025 Q3	$1.19M	Buy	47,475 +345	+0.7%	+$8.62K	0.81%	26
2025 Q2	$1.18M	Buy	47,130 +27,759	+143%	+$688K	0.84%	25
2025 Q1	$482K	Buy	19,371 +13,845	+251%	+$339K	0.37%	82
2024 Q4	$134K	Buy	5,526 +90	+2%	+$2.21K	0.1%	186
2024 Q3	$138K	Buy	5,436 +1,710	+46%	+$42.7K	0.1%	183
2024 Q2	$90.9K	Buy	+3,726	New	+$90.2K	0.07%	228

Other funds holding SCHR

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

1620 Investment Advisors's SCHR Position: Q2 2026 in Review

1620 Investment Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 16% in Q2 2026, selling an estimated $174K and leaving 38,040 shares worth $938K. The position accounts for 0.58% of the portfolio, ranked #39.

1620 Investment Advisors first reported a position in SCHR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q3 2025. 177 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

1620 Investment Advisors held 38,040 shares of Schwab Intermediately-Term US Treasury ETF worth $938K as of Q2 2026.
1620 Investment Advisors sold 7,030 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $174K.
Schwab Intermediately-Term US Treasury ETF made up 0.58% of 1620 Investment Advisors's portfolio in Q2 2026, its #39 holding.
1620 Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $1.19M in Q3 2025.
177 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.