BCM
SCHR

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

Barden Capital Management’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 		$2.39M Sell
97,034
-789
-0.8% -$19.5K 2.21% 17
2026
Q1 		$2.44M Buy
97,823
+2,025
+2% +$50.8K 2.08% 14
2025
Q4 		$2.4M Buy
95,798
+11,232
+13% +$283K 1.97% 16
2025
Q3 		$2.13M Sell
84,566
-3,368
-4% -$84.2K 1.77% 20
2025
Q2 		$2.2M Sell
87,934
-3,591
-4% -$89K 1.93% 16
2025
Q1 		$2.28M Buy
91,525
+2,381
+3% +$58.3K 2.02% 16
2024
Q4 		$2.17M Buy
89,144
+6,162
+7% +$152K 1.86% 18
2024
Q3 		$2.1M Buy
82,982
+8,284
+11% +$207K 1.85% 18
2024
Q2 		$1.82M Buy
74,698
+3,528
+5% +$85.4K 1.72% 19
2024
Q1 		$1.75M Sell
71,170
-13,728
-16% -$337K 1.69% 21
2023
Q4 		$2.04M Hold
84,898
– – 1.66% 20
2023
Q3 		$2.04M Buy
84,898
+21,800
+35% +$531K 1.98% 13
2023
Q2 		$1.55M Sell
63,098
-22,250
-26% -$557K 1.71% 16
2023
Q1 		$2.15M Sell
85,348
-27,910
-25% -$696K 2.06% 10
2022
Q4 		$2.79M Buy
113,258
+4,296
+4% +$106K 2.86% 7
2022
Q3 		$2.68M Sell
108,962
-1,898
-2% -$48.5K 3.12% 7
2022
Q2 		$2.86M Buy
110,860
+14,048
+15% +$363K 3.1% 8
2022
Q1 		$2.58M Buy
96,812
+13,480
+16% +$368K 2.53% 9
2021
Q4 		$2.34M Buy
+83,332
New +$2.35M 2.23% 11

Other funds holding SCHR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
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 24.8% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Barden Capital Management's SCHR Position: Q2 2026 in Review

Barden Capital Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.81% in Q2 2026, selling an estimated $19.5K and leaving 97,034 shares worth $2.39M. The position accounts for 2.21% of the portfolio, ranked #17.

Barden Capital Management first reported a position in SCHR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.86M in Q2 2022. 293 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Barden Capital Management held 97,034 shares of Schwab Intermediately-Term US Treasury ETF worth $2.39M as of Q2 2026.
  • Barden Capital Management sold 789 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $19.5K.
  • Schwab Intermediately-Term US Treasury ETF made up 2.21% of Barden Capital Management's portfolio in Q2 2026, its #17 holding.
  • Barden Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and has held it in 19 quarters since.
  • Barden Capital Management's Schwab Intermediately-Term US Treasury ETF position peaked at $2.86M in Q2 2022.
  • 293 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.