Advisory Services Network’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$334K Sell
13,534
-16,850
-55% -$416K ﹤0.01% 1666
2026
Q1
$757K Buy
+30,384
New +$762K 0.01% 1063
2025
Q4
Sell
-3,144
Closed -$79K 3816
2025
Q3
$79K Buy
+3,144
New +$78.6K ﹤0.01% 2196
2024
Q1
Sell
-5,600
Closed -$139K 3269
2023
Q4
$139K Buy
+5,600
New +$135K ﹤0.01% 1459
2023
Q2
Sell
-6,834
Closed -$172K 3265
2023
Q1
$172K Buy
6,834
+368
+6% +$9.17K ﹤0.01% 1365
2022
Q4
$159K Buy
+6,466
New +$159K ﹤0.01% 1374
2022
Q3
Sell
-12,510
Closed -$323K 1438
2022
Q2
$323K Sell
12,510
-994
-7% -$25.7K 0.01% 1037
2022
Q1
$360K Sell
13,504
-6,854
-34% -$187K 0.01% 1056
2021
Q4
$571K Sell
20,358
-5,506
-21% -$155K 0.02% 834
2021
Q3
$733K Buy
25,864
+6,500
+34% +$186K 0.02% 724
2021
Q2
$551K Sell
19,364
-2,590
-12% -$73.5K 0.02% 843
2021
Q1
$619K Buy
21,954
+8,772
+67% +$252K 0.02% 754
2020
Q4
$384K Sell
13,182
-7,902
-37% -$230K 0.02% 846
2020
Q3
$619K Buy
21,084
+1,922
+10% +$56.4K 0.03% 556
2020
Q2
$563K Sell
19,162
-16,498
-46% -$484K 0.03% 560
2020
Q1
$1.05M Buy
35,660
+676
+2% +$19.1K 0.07% 328
2019
Q4
$961K Buy
34,984
+19,334
+124% +$534K 0.05% 431
2019
Q3
$430K Hold
15,650
0.03% 597
2019
Q2
$430K Buy
15,650
+12,264
+362% +$331K 0.03% 595
2019
Q1
$91K Buy
3,386
+466
+16% +$12.4K 0.01% 1023
2018
Q4
$77K Buy
2,920
+2,764
+1,772% +$71.7K 0.01% 992
2018
Q3
$4K Hold
156
﹤0.01% 2161
2018
Q2
$4K Sell
156
-1,944
-93% -$50.6K ﹤0.01% 2120
2018
Q1
$55K Sell
2,100
-630
-23% -$16.5K ﹤0.01% 1272
2017
Q4
$73K Sell
2,730
-90
-3% -$2.41K 0.01% 1096
2017
Q3
$76K Buy
2,820
+44
+2% +$1.19K 0.01% 954
2017
Q2
$75K Sell
2,776
-180
-6% -$4.86K 0.01% 929
2017
Q1
$79K Buy
+2,956
New +$79K 0.01% 856
2016
Q3
$94K Buy
3,386
+2,674
+376% +$74.4K 0.02% 715
2016
Q2
$20K Buy
712
+586
+465% +$16.2K ﹤0.01% 1023
2016
Q1
$3K Buy
126
+4
+3% +$109 ﹤0.01% 1412
2015
Q4
$3K Buy
+122
New +$3.29K ﹤0.01% 1273

Other funds holding SCHR

Advisory Services Network's SCHR Position: Q2 2026 in Review

Advisory Services Network reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 55% in Q2 2026, selling an estimated $416K and leaving 13,534 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Advisory Services Network first reported a position in SCHR in Q4 2015 and has held it in 32 quarters since. The position peaked at $1.05M in Q1 2020. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Advisory Services Network held 13,534 shares of Schwab Intermediately-Term US Treasury ETF worth $334K as of Q2 2026.
  • Advisory Services Network sold 16,850 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $416K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1666 holding.
  • Advisory Services Network first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2015 and has held it in 32 quarters since.
  • Advisory Services Network's Schwab Intermediately-Term US Treasury ETF position peaked at $1.05M in Q1 2020.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.