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

Anchor 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	$8.61K	Buy	+349	New	+$8.63K	﹤0.01%	904
2024 Q1	–	Sell	-52	Closed	-$1.29K	–	1048
2023 Q4	$1.29K	Hold	52	–	–	﹤0.01%	901
2023 Q3	$1.25K	Hold	52	–	–	﹤0.01%	920
2023 Q2	$1.28K	Hold	52	–	–	﹤0.01%	911
2023 Q1	$1.31K	Hold	52	–	–	﹤0.01%	933
2022 Q4	$1.28K	Hold	52	–	–	﹤0.01%	898
2022 Q3	$1.28K	Hold	52	–	–	﹤0.01%	917
2022 Q2	$1.34K	Buy	52 +6	+13%	+$155	﹤0.01%	918
2022 Q1	$1.23K	Hold	46	–	–	﹤0.01%	950
2021 Q4	$1.29K	Hold	46	–	–	﹤0.01%	969
2021 Q3	$1.3K	Hold	46	–	–	﹤0.01%	894
2021 Q2	$1.31K	Hold	46	–	–	﹤0.01%	913
2021 Q1	$1.3K	Hold	46	–	–	﹤0.01%	907
2020 Q4	$1.34K	Hold	46	–	–	﹤0.01%	870
2020 Q3	$1.35K	Hold	46	–	–	﹤0.01%	839
2020 Q2	$1.35K	Hold	46	–	–	﹤0.01%	817
2020 Q1	$1.35K	Hold	46	–	–	﹤0.01%	793
2019 Q4	$1.26K	Hold	46	–	–	﹤0.01%	796
2019 Q3	$1.28K	Hold	46	–	–	﹤0.01%	774
2019 Q2	$1.26K	Hold	46	–	–	﹤0.01%	771
2019 Q1	$1.24K	Hold	46	–	–	﹤0.01%	762
2018 Q4	$1.22K	Hold	46	–	–	﹤0.01%	785
2018 Q3	$1.19K	Hold	46	–	–	﹤0.01%	791
2018 Q2	$1.2K	Buy	46 +30	+188%	+$781	﹤0.01%	807
2018 Q1	$421	Hold	16	–	–	﹤0.01%	793
2017 Q4	$427	Hold	16	–	–	﹤0.01%	800
2017 Q3	$431	Buy	+16	New	+$433	﹤0.01%	763

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 22.96% 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

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

Anchor Investment Management opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 349 shares worth $8.61K. The stake represents ﹤0.01% of the portfolio and ranks #904 among its holdings. This is a return to the name: Anchor Investment Management previously reported a position in SCHR as recently as Q4 2023.

Anchor Investment Management first reported a position in SCHR in Q3 2017 and has held it in 27 quarters since. 506 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Anchor Investment Management held 349 shares of Schwab Intermediately-Term US Treasury ETF worth $8.61K as of Q2 2026.
Schwab Intermediately-Term US Treasury ETF was a new Anchor Investment Management position in Q2 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #904 holding.
Anchor Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2017 and has held it in 27 quarters since.
506 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.