Bogart Wealth LLC’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bogart Wealth LLC’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	$3.53K	Hold	143	–	–	﹤0.01%	1307
2026 Q1	$3.56K	Hold	143	–	–	﹤0.01%	1149
2025 Q4	$3.59K	Buy	+143	New	+$3.6K	﹤0.01%	1068
2023 Q4	–	Sell	-11,482	Closed	-$275K	–	1114
2023 Q3	$275K	Hold	11,482	–	–	0.02%	177
2023 Q2	$283K	Sell	11,482 -948	-8%	-$23.8K	0.02%	177
2023 Q1	$313K	Buy	+12,430	New	+$310K	0.02%	155
2020 Q4	–	Sell	-46	Closed	-$1K	–	501
2020 Q3	$1K	Hold	46	–	–	﹤0.01%	421
2020 Q2	$1K	Hold	46	–	–	﹤0.01%	434
2020 Q1	$1K	Buy	+46	New	+$1.3K	﹤0.01%	409

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 22.9% 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

Bogart Wealth LLC's SCHR Position: Q2 2026 in Review

Bogart Wealth LLC held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 143 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Bogart Wealth LLC first reported a position in SCHR in Q1 2020 and has held it in 9 quarters since. The position peaked at $313K in Q1 2023. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Bogart Wealth LLC held 143 shares of Schwab Intermediately-Term US Treasury ETF worth $3.53K as of Q2 2026.
Bogart Wealth LLC left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1307 holding.
Bogart Wealth LLC first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and has held it in 9 quarters since.
Bogart Wealth LLC's Schwab Intermediately-Term US Treasury ETF position peaked at $313K in Q1 2023.
507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.