AFG
SCHR

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

Atomi 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 		$1.53M Buy
61,871
+3,079
+5% +$76.1K 0.04% 348
2026
Q1 		$1.46M Sell
58,792
-51,974
-47% -$1.3M 0.04% 317
2025
Q4 		$2.78M Sell
110,766
-419
-0.4% -$10.5K 0.08% 183
2025
Q3 		$2.79M Buy
111,185
+13,759
+14% +$344K 0.09% 159
2025
Q2 		$2.44M Buy
97,426
+12,764
+15% +$316K 0.09% 158
2025
Q1 		$2.1M Buy
84,662
+4,716
+6% +$115K 0.1% 157
2024
Q4 		$1.94M Buy
79,946
+13,838
+21% +$341K 0.1% 148
2024
Q3 		$1.67M Buy
66,108
+7,242
+12% +$181K 0.1% 160
2024
Q2 		$1.44M Buy
58,866
+45,754
+349% +$1.11M 0.11% 155
2024
Q1 		$322K Buy
+13,112
New +$322K 0.03% 511

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

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

Atomi Financial Group increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 5.2% in Q2 2026, buying an estimated $76.1K and bringing the position to 61,871 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #348.

Atomi Financial Group first reported a position in SCHR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.79M in Q3 2025. 506 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Atomi Financial Group held 61,871 shares of Schwab Intermediately-Term US Treasury ETF worth $1.53M as of Q2 2026.
  • Atomi Financial Group bought 3,079 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $76.1K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #348 holding.
  • Atomi Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • Atomi Financial Group's Schwab Intermediately-Term US Treasury ETF position peaked at $2.79M in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.