APFP
SCHR

Action Point Financial Planning’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Action Point Financial Planning’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 		$129K Buy
+5,219
New +$129K 0.01% 531

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Action Point Financial Planning's SCHR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 5,219 shares worth $129K. The stake represents 0.01% of the portfolio and ranks #531 among its holdings.

503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Action Point Financial Planning held 5,219 shares of Schwab Intermediately-Term US Treasury ETF worth $129K as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #531 holding.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.