Belpointe Asset Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Belpointe Asset 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	$1.21M	Sell	48,877 -1,888	-4%	-$46.7K	0.04%	436
2026 Q1	$1.26M	Buy	50,765 +2,613	+5%	+$65.5K	0.05%	367
2025 Q4	$1.21M	Buy	48,152 +119	+0.2%	+$3K	0.04%	360
2025 Q3	$1.21M	Buy	48,033 +29,728	+162%	+$743K	0.05%	348
2025 Q2	$458K	Buy	+18,305	New	+$454K	0.02%	605
2023 Q2	–	Sell	-7,816	Closed	-$197K	–	2854
2023 Q1	$197K	Sell	7,816 -10,634	-58%	-$265K	0.01%	946
2022 Q4	$454K	Buy	+18,450	New	+$454K	0.03%	579

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

Belpointe Asset Management's SCHR Position: Q2 2026 in Review

Belpointe Asset Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.7% in Q2 2026, selling an estimated $46.7K and leaving 48,877 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #436.

Belpointe Asset Management first reported a position in SCHR in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.26M in Q1 2026. 506 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Belpointe Asset Management held 48,877 shares of Schwab Intermediately-Term US Treasury ETF worth $1.21M as of Q2 2026.
Belpointe Asset Management sold 1,888 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $46.7K.
Schwab Intermediately-Term US Treasury ETF made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #436 holding.
Belpointe Asset Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 7 quarters since.
Belpointe Asset Management's Schwab Intermediately-Term US Treasury ETF position peaked at $1.26M in Q1 2026.
506 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.