Advyzon Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Advyzon Investment Management’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	$846K	Sell	34,311 -8,447	-20%	-$209K	0.06%	302
2026 Q1	$1.07M	Buy	42,758 +7,129	+20%	+$179K	0.1%	212
2025 Q4	$894K	Buy	35,629 +1,678	+5%	+$42.2K	0.1%	198
2025 Q3	$853K	Sell	33,951 -566	-2%	-$14.1K	0.15%	142
2025 Q2	$864K	Buy	+34,517	New	+$855K	0.19%	109

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Advyzon Investment Management's SCHR Position: Q2 2026 in Review

Advyzon Investment Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 20% in Q2 2026, selling an estimated $209K and leaving 34,311 shares worth $846K. The position accounts for 0.06% of the portfolio, ranked #302.

Advyzon Investment Management first reported a position in SCHR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.07M in Q1 2026. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Advyzon Investment Management held 34,311 shares of Schwab Intermediately-Term US Treasury ETF worth $846K as of Q2 2026.
Advyzon Investment Management sold 8,447 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $209K.
Schwab Intermediately-Term US Treasury ETF made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #302 holding.
Advyzon Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Advyzon Investment Management's Schwab Intermediately-Term US Treasury ETF position peaked at $1.07M in Q1 2026.
507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.