AIA
SCHR

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

Alternative 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 		– Sell
-67,640
Closed -$1.68M – 92
2026
Q1 		$1.68M Sell
67,640
-12,317
-15% -$309K 0.74% 20
2025
Q4 		$2.01M Sell
79,957
-7,232
-8% -$182K 0.86% 15
2025
Q3 		$2.19M Sell
87,189
-14,160
-14% -$354K 1% 14
2025
Q2 		$2.54M Sell
101,349
-275
-0.3% -$6.81K 1.26% 12
2025
Q1 		$2.53M Buy
101,624
+6,253
+7% +$153K 1.34% 13
2024
Q4 		$2.32M Buy
95,371
+12,073
+14% +$297K 1.21% 15
2024
Q3 		$2.11M Buy
83,298
+73,750
+772% +$1.84M 1.11% 18
2024
Q2 		$233K Buy
+9,548
New +$231K 0.13% 39

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

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

Alternative Investment Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 67,640 shares — an estimated $1.68M sold.

Alternative Investment Advisors first reported a position in SCHR in Q2 2024 and held it in 8 quarters. The position peaked at $2.54M in Q2 2025. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Alternative Investment Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Alternative Investment Advisors sold 67,640 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $1.68M.
  • Alternative Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2024 and held it in 8 quarters.
  • Alternative Investment Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $2.54M in Q2 2025.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Alternative Investment Advisors's 13F filing for Q2 2026, filed 31 Aug 2026.