BWM
SCHR

BCS Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

BCS Wealth 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 		$225K Buy
9,130
+73
+0.8% +$1.8K 0.04% 257
2026
Q1 		$226K Sell
9,057
-9,123
-50% -$229K 0.05% 242
2025
Q4 		$456K Buy
18,180
+9,182
+102% +$231K 0.05% 230
2025
Q3 		$226K Buy
8,998
+667
+8% +$16.7K 0.05% 227
2025
Q2 		$209K Buy
8,331
+70
+0.8% +$1.73K 0.05% 246
2025
Q1 		$205K Sell
8,261
-901
-10% -$22.1K 0.05% 239
2024
Q4 		$223K Buy
+9,162
New +$225K 0.06% 235
2024
Q2 		– Sell
-8,948
Closed -$219K – 213
2024
Q1 		$219K Buy
8,948
+42
+0.5% +$1.03K 0.07% 222
2023
Q4 		$221K Buy
8,906
+78
+0.9% +$1.89K 0.08% 202
2023
Q3 		$212K Buy
+8,828
New +$215K 0.09% 187
2023
Q2 		– Sell
-10,686
Closed -$269K – 159
2023
Q1 		$269K Buy
10,686
+1,994
+23% +$49.7K 0.12% 129
2022
Q4 		$214K Sell
8,692
-130
-1% -$3.2K 0.09% 177
2022
Q3 		$217K Buy
8,822
+36
+0.4% +$920 0.1% 168
2022
Q2 		$227K Sell
8,786
-244
-3% -$6.31K 0.1% 159
2022
Q1 		$240K Sell
9,030
-2,670
-23% -$72.9K 0.1% 166
2021
Q4 		$328K Buy
11,700
+1,932
+20% +$54.4K 0.12% 149
2021
Q3 		$277K Buy
9,768
+16
+0.2% +$458 0.12% 145
2021
Q2 		$277K Sell
9,752
-1,654
-15% -$47K 0.15% 129
2021
Q1 		$322K Sell
11,406
-328
-3% -$9.41K 0.15% 113
2020
Q4 		$342K Sell
11,734
-982
-8% -$28.6K 0.18% 103
2020
Q3 		$373K Hold
12,716
– – 0.21% 88
2020
Q2 		$374K Sell
12,716
-1,516
-11% -$44.5K 0.22% 86
2020
Q1 		$418K Buy
14,232
+320
+2% +$9.04K 0.29% 66
2019
Q4 		$382K Buy
+13,912
New +$384K 0.25% 69

Other funds holding SCHR

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
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
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 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

BCS Wealth Management's SCHR Position: Q2 2026 in Review

BCS Wealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.81% in Q2 2026, buying an estimated $1.8K and bringing the position to 9,130 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #257.

BCS Wealth Management first reported a position in SCHR in Q4 2019 and has held it in 24 quarters since. The position peaked at $456K in Q4 2025. 101 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • BCS Wealth Management held 9,130 shares of Schwab Intermediately-Term US Treasury ETF worth $225K as of Q2 2026.
  • BCS Wealth Management bought 73 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $1.8K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.04% of BCS Wealth Management's portfolio in Q2 2026, its #257 holding.
  • BCS Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and has held it in 24 quarters since.
  • BCS Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $456K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.