BRWA
SCHR

B. Riley Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

B. Riley 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 		$215K Buy
+8,675
New +$214K 0.01% 749
2016
Q3 		– Sell
-9,044
Closed -$254K – 650
2016
Q2 		$254K Buy
+9,044
New +$250K 0.05% 460

Other funds holding SCHR

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
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
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

B. Riley Wealth Advisors's SCHR Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 8,675 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #749 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in SCHR as recently as Q2 2016.

B. Riley Wealth Advisors first reported a position in SCHR in Q2 2016 and has held it in 2 quarters since. The position peaked at $254K in Q2 2016. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • B. Riley Wealth Advisors held 8,675 shares of Schwab Intermediately-Term US Treasury ETF worth $215K as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new B. Riley Wealth Advisors position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #749 holding.
  • B. Riley Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2016 and has held it in 2 quarters since.
  • B. Riley Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $254K in Q2 2016.
  • 86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.