Arax Advisory Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Arax Advisory Partners’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	$15.6M	Buy	+633,193	New	+$15.7M	0.1%	212
2026 Q1	–	Sell	-34	Closed	-$853	–	4258
2025 Q4	$853	Buy	+34	New	+$856	﹤0.01%	3520
2023 Q4	–	Sell	-294	Closed	-$7.07K	–	1413
2023 Q3	$7.07K	Buy	+294	New	+$7.16K	﹤0.01%	802
2023 Q1	–	Sell	-234	Closed	-$5.76K	–	1306
2022 Q4	$5.76K	Buy	+234	New	+$5.76K	﹤0.01%	755
2022 Q2	–	Sell	-90	Closed	-$2K	–	1226
2022 Q1	$2K	Hold	90	–	–	﹤0.01%	964
2021 Q4	$3K	Buy	+90	New	+$2.53K	﹤0.01%	845

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

Arax Advisory Partners's SCHR Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 633,193 shares worth $15.6M. The stake represents 0.1% of the portfolio and ranks #212 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in SCHR as recently as Q4 2025.

Arax Advisory Partners first reported a position in SCHR in Q4 2021 and has held it in 6 quarters since. 506 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Arax Advisory Partners held 633,193 shares of Schwab Intermediately-Term US Treasury ETF worth $15.6M as of Q2 2026.
Schwab Intermediately-Term US Treasury ETF was a new Arax Advisory Partners position in Q2 2026.
Schwab Intermediately-Term US Treasury ETF made up 0.1% of Arax Advisory Partners's portfolio in Q2 2026, its #212 holding.
Arax Advisory Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and has held it in 6 quarters since.
506 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.