BSTWA
SCHR

Blake Schutter Theil Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Blake Schutter Theil Wealth 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 		$9.75M Buy
395,554
+43,712
+12% +$1.08M 6.6% 2
2026
Q1 		$8.76M Sell
351,842
-1,054
-0.3% -$26.4K 7.14% 2
2025
Q4 		$8.85M Buy
352,896
+51,530
+17% +$1.3M 7.28% 2
2025
Q3 		$7.57M Buy
301,366
+25,488
+9% +$637K 7.49% 2
2025
Q2 		$6.91M Buy
275,878
+17,668
+7% +$438K 7.83% 2
2025
Q1 		$6.42M Buy
258,210
+47,091
+22% +$1.15M 7.29% 2
2024
Q4 		$5.13M Buy
211,119
+13,973
+7% +$344K 5.42% 2
2024
Q3 		$4.99M Buy
+197,146
New +$4.93M 3.58% 3

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

Blake Schutter Theil Wealth Advisors's SCHR Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 12% in Q2 2026, buying an estimated $1.08M and bringing the position to 395,554 shares worth $9.75M. The position accounts for 6.6% of the portfolio, ranked #2.

Blake Schutter Theil Wealth Advisors first reported a position in SCHR in Q3 2024 and has held it in 8 quarters since. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Blake Schutter Theil Wealth Advisors held 395,554 shares of Schwab Intermediately-Term US Treasury ETF worth $9.75M as of Q2 2026.
  • Blake Schutter Theil Wealth Advisors bought 43,712 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $1.08M.
  • Schwab Intermediately-Term US Treasury ETF made up 6.6% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Blake Schutter Theil Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.