Beverly Hills Private Wealth’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Beverly Hills Private Wealth’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	$887K	Sell	35,973 -42,051	-54%	-$1.04M	0.17%	113
2026 Q1	$1.94M	Buy	78,024 +14,912	+24%	+$374K	0.32%	85
2025 Q4	$1.58M	Buy	63,112 +12,789	+25%	+$322K	0.27%	98
2025 Q3	$1.26M	Sell	50,323 -9,930	-16%	-$248K	0.22%	113
2025 Q2	$1.51M	Buy	60,253 +14,938	+33%	+$370K	0.28%	95
2025 Q1	$1.13M	Sell	45,315 -59	-0.1%	-$1.45K	0.22%	114
2024 Q4	$1.1M	Buy	+45,374	New	+$1.12M	0.22%	109

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

Beverly Hills Private Wealth's SCHR Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 54% in Q2 2026, selling an estimated $1.04M and leaving 35,973 shares worth $887K. The position accounts for 0.17% of the portfolio, ranked #113.

Beverly Hills Private Wealth first reported a position in SCHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.94M in Q1 2026. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Beverly Hills Private Wealth held 35,973 shares of Schwab Intermediately-Term US Treasury ETF worth $887K as of Q2 2026.
Beverly Hills Private Wealth sold 42,051 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $1.04M.
Schwab Intermediately-Term US Treasury ETF made up 0.17% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #113 holding.
Beverly Hills Private Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Beverly Hills Private Wealth's Schwab Intermediately-Term US Treasury ETF position peaked at $1.94M in Q1 2026.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.