Attessa Capital’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Attessa Capital’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	$11.1M	Buy	450,916 +28,516	+7%	+$705K	4.99%	5
2026 Q1	$10.5M	Sell	422,400 -3,098	-0.7%	-$77.6K	5.72%	5
2025 Q4	$10.7M	Buy	425,498 +27,583	+7%	+$694K	5.83%	5
2025 Q3	$10M	Buy	397,915 +22,684	+6%	+$567K	5.9%	5
2025 Q2	$9.41M	Buy	375,231 +71,246	+23%	+$1.77M	6.02%	6
2025 Q1	$7.56M	Buy	303,985 +6,810	+2%	+$167K	4.94%	5
2024 Q4	$7.22M	Buy	+297,175	New	+$7.31M	4.92%	6

Other funds holding SCHR

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Attessa Capital's SCHR Position: Q2 2026 in Review

Attessa Capital increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 6.8% in Q2 2026, buying an estimated $705K and bringing the position to 450,916 shares worth $11.1M. The position accounts for 4.99% of the portfolio, ranked #5.

Attessa Capital first reported a position in SCHR in Q4 2024 and has held it in 7 quarters since. 221 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Attessa Capital held 450,916 shares of Schwab Intermediately-Term US Treasury ETF worth $11.1M as of Q2 2026.
Attessa Capital bought 28,516 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $705K.
Schwab Intermediately-Term US Treasury ETF made up 4.99% of Attessa Capital's portfolio in Q2 2026, its #5 holding.
Attessa Capital first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
221 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Attessa Capital's 13F filing for Q2 2026, filed 8 Jul 2026.