Arkadios Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Arkadios Wealth 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	-8,168	Closed	-$203K	–	1866
2026 Q1	$203K	Sell	8,168 -286	-3%	-$7.17K	﹤0.01%	1565
2025 Q4	$212K	Buy	+8,454	New	+$213K	﹤0.01%	1426
2021 Q4	–	Sell	-140	Closed	-$3K	–	1556
2021 Q3	$3K	Hold	140	–	–	﹤0.01%	1723
2021 Q2	$3K	Hold	140	–	–	﹤0.01%	1828
2021 Q1	$3K	Buy	+140	New	+$4.02K	﹤0.01%	1480

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

Arkadios Wealth Advisors's SCHR Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 8,168 shares — an estimated $203K sold.

Arkadios Wealth Advisors first reported a position in SCHR in Q1 2021 and held it in 5 quarters. The position peaked at $212K in Q4 2025. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Arkadios Wealth Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 8,168 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $203K.
Arkadios Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2021 and held it in 5 quarters.
Arkadios Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $212K in Q4 2025.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.