Angeles Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Angeles Wealth 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	$35K	Buy	+1,419	New	+$35.1K	﹤0.01%	581

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

Angeles Wealth Management's SCHR Position: Q2 2026 in Review

Angeles Wealth Management opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 1,419 shares worth $35K. The stake represents ﹤0.01% of the portfolio and ranks #581 among its holdings.

503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Angeles Wealth Management held 1,419 shares of Schwab Intermediately-Term US Treasury ETF worth $35K as of Q2 2026.
Schwab Intermediately-Term US Treasury ETF was a new Angeles Wealth Management position in Q2 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #581 holding.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.