Bell Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bell Investment 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	$368K	Sell	14,915 -18,905	-56%	-$467K	0.05%	102
2026 Q1	$842K	Buy	33,820 +218	+0.6%	+$5.46K	0.13%	64
2025 Q4	$843K	Buy	33,602 +4,795	+17%	+$121K	0.13%	61
2025 Q3	$724K	Buy	28,807 +278	+1%	+$6.95K	0.12%	65
2025 Q2	$714K	Buy	+28,529	New	+$707K	0.12%	66
2024 Q3	–	Sell	-194	Closed	-$4.73K	–	1934
2024 Q2	$4.73K	Buy	+194	New	+$4.7K	﹤0.01%	948
2023 Q4	–	Sell	-2	Closed	-$49	–	1982
2023 Q3	$49	Sell	2 -14,144	-100%	-$344K	﹤0.01%	1920
2023 Q2	$349K	Sell	14,146 -1,784	-11%	-$44.7K	0.08%	66
2023 Q1	$402K	Sell	15,930 -6,388	-29%	-$159K	0.09%	61
2022 Q4	$549K	Sell	22,318 -22,490	-50%	-$554K	0.14%	52
2022 Q3	$1.1M	Sell	44,808 -28,052	-39%	-$717K	0.34%	35
2022 Q2	$1.88M	Buy	+72,860	New	+$1.88M	0.58%	26
2021 Q4	$4.13M	Sell	147,136 -33,876	-19%	-$953K	1.13%	21
2021 Q3	$5.13M	Buy	+181,012	New	+$5.18M	1.52%	17

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Bell Investment Advisors's SCHR Position: Q2 2026 in Review

Bell Investment Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 56% in Q2 2026, selling an estimated $467K and leaving 14,915 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #102.

Bell Investment Advisors first reported a position in SCHR in Q3 2021 and has held it in 14 quarters since. The position peaked at $5.13M in Q3 2021. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Bell Investment Advisors held 14,915 shares of Schwab Intermediately-Term US Treasury ETF worth $368K as of Q2 2026.
Bell Investment Advisors sold 18,905 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $467K.
Schwab Intermediately-Term US Treasury ETF made up 0.05% of Bell Investment Advisors's portfolio in Q2 2026, its #102 holding.
Bell Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2021 and has held it in 14 quarters since.
Bell Investment Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $5.13M in Q3 2021.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.