AFG
SCHR

Altiora Financial Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Altiora Financial Group’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 		$17M Buy
687,514
+34,709
+5% +$858K 2.67% 7
2026
Q1 		$16.3M Buy
652,805
+8,509
+1% +$213K 2.68% 9
2025
Q4 		$16.2M Buy
644,296
+9,049
+1% +$228K 2.78% 9
2025
Q3 		$16M Buy
635,247
+2,875
+0.5% +$71.8K 2.92% 8
2025
Q2 		$15.8M Buy
632,372
+83
+0% +$2.06K 3.09% 7
2025
Q1 		$15.7M Sell
632,289
-6,502
-1% -$159K 3.34% 7
2024
Q4 		$15.5M Sell
638,791
-41,537
-6% -$1.02M 3.38% 6
2024
Q3 		$17.2M Sell
680,328
-7,150
-1% -$179K 3.81% 6
2024
Q2 		$16.8M Buy
687,478
+260,456
+61% +$6.31M 4.02% 6
2024
Q1 		$10.5M Sell
427,022
-25,494
-6% -$627K 2.84% 9
2023
Q4 		$11.2M Buy
452,516
+290,674
+180% +$7.02M 3.26% 8
2023
Q3 		$3.88M Sell
161,842
-154,222
-49% -$3.75M 1.8% 12
2023
Q2 		$7.79M Sell
316,064
-2,392
-0.8% -$59.9K 3.42% 7
2023
Q1 		$8.03M Buy
318,456
+20,950
+7% +$522K 3.7% 6
2022
Q4 		$7.32M Buy
+297,506
New +$7.32M 3.66% 6

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

Altiora Financial Group's SCHR Position: Q2 2026 in Review

Altiora Financial Group increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 5.3% in Q2 2026, buying an estimated $858K and bringing the position to 687,514 shares worth $17M. The position accounts for 2.67% of the portfolio, ranked #7.

Altiora Financial Group first reported a position in SCHR in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.2M in Q3 2024. 506 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Altiora Financial Group held 687,514 shares of Schwab Intermediately-Term US Treasury ETF worth $17M as of Q2 2026.
  • Altiora Financial Group bought 34,709 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $858K.
  • Schwab Intermediately-Term US Treasury ETF made up 2.67% of Altiora Financial Group's portfolio in Q2 2026, its #7 holding.
  • Altiora Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Altiora Financial Group's Schwab Intermediately-Term US Treasury ETF position peaked at $17.2M in Q3 2024.
  • 506 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.