BEI
SCHR

Benjamin Edwards Inc’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Benjamin Edwards Inc’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 		$8.96M Buy
363,473
+11,376
+3% +$281K 0.08% 253
2026
Q1 		$8.77M Buy
352,097
+39,487
+13% +$990K 0.09% 240
2025
Q4 		$7.84M Buy
312,610
+28,144
+10% +$708K 0.09% 229
2025
Q3 		$7.15M Buy
284,466
+23,573
+9% +$589K 0.08% 238
2025
Q2 		$6.53M Sell
260,893
-22,428
-8% -$556K 0.08% 224
2025
Q1 		$7.04M Buy
283,321
+40,387
+17% +$989K 0.1% 210
2024
Q4 		$5.9M Buy
242,934
+34,458
+17% +$848K 0.08% 238
2024
Q3 		$5.27M Buy
208,476
+207,860
+33,744% +$5.19M 0.08% 257
2024
Q2 		$15K Buy
616
+40
+7% +$968 ﹤0.01% 607
2024
Q1 		$14K Sell
576
-161,216
-100% -$3.96M ﹤0.01% 614
2023
Q4 		$4.02M Sell
161,792
-3,512
-2% -$84.9K 0.88% 20
2023
Q3 		$3.96M Buy
165,304
+25,048
+18% +$610K 0.94% 20
2023
Q2 		$3.46M Buy
140,256
+27,182
+24% +$681K 0.8% 35
2023
Q1 		$2.85M Buy
113,074
+4,536
+4% +$113K 0.7% 39
2022
Q4 		$2.67M Buy
108,538
+17,580
+19% +$433K 0.7% 38
2022
Q3 		$2.23M Buy
90,958
+33,038
+57% +$845K 0.67% 40
2022
Q2 		$1.49M Buy
57,920
+24,346
+73% +$629K 0.44% 65
2022
Q1 		$894K Buy
33,574
+33,388
+17,951% +$912K 0.26% 117
2021
Q4 		$5K Hold
186
– – ﹤0.01% 640
2021
Q3 		$5K Sell
186
-22
-11% -$629 ﹤0.01% 483
2021
Q2 		$6K Sell
208
-22
-10% -$624 ﹤0.01% 382
2021
Q1 		$6K Sell
230
-1,074
-82% -$30.8K ﹤0.01% 351
2020
Q4 		$38K Buy
1,304
+2
+0.2% +$58 0.03% 265
2020
Q3 		$38K Buy
1,302
+136
+12% +$3.99K 0.03% 243
2020
Q2 		$34K Buy
1,166
+78
+7% +$2.29K 0.03% 231
2020
Q1 		$32K Buy
1,088
+1,002
+1,165% +$28.3K 0.03% 206
2019
Q4 		$2K Buy
86
+2
+2% +$55 ﹤0.01% 270
2019
Q3 		$2K Hold
84
– – ﹤0.01% 284
2019
Q2 		$2K Buy
+84
New +$2.27K ﹤0.01% 289

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
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

Benjamin Edwards Inc's SCHR Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.2% in Q2 2026, buying an estimated $281K and bringing the position to 363,473 shares worth $8.96M. The position accounts for 0.08% of the portfolio, ranked #253.

Benjamin Edwards Inc first reported a position in SCHR in Q2 2019 and has held it in 29 quarters since. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Benjamin Edwards Inc held 363,473 shares of Schwab Intermediately-Term US Treasury ETF worth $8.96M as of Q2 2026.
  • Benjamin Edwards Inc bought 11,376 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $281K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.08% of Benjamin Edwards Inc's portfolio in Q2 2026, its #253 holding.
  • Benjamin Edwards Inc first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2019 and has held it in 29 quarters since.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.