Brucke Financial’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Brucke Financial’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	$1.02M	Buy	41,218 +8,369	+25%	+$207K	0.45%	43
2026 Q1	$818K	Sell	32,849 -1,178	-3%	-$29.5K	0.42%	44
2025 Q4	$853K	Sell	34,027 -516	-1%	-$13K	0.47%	45
2025 Q3	$870K	Sell	34,543 -147	-0.4%	-$3.67K	0.51%	38
2025 Q2	$868K	Buy	34,690 +3,190	+10%	+$79K	0.6%	33
2025 Q1	$791K	Buy	31,500 +449	+1%	+$11K	0.69%	34
2024 Q4	$758K	Buy	+31,051	New	+$764K	0.65%	34

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

Brucke Financial's SCHR Position: Q2 2026 in Review

Brucke Financial increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 25% in Q2 2026, buying an estimated $207K and bringing the position to 41,218 shares worth $1.02M. The position accounts for 0.45% of the portfolio, ranked #43.

Brucke Financial first reported a position in SCHR in Q4 2024 and has held it in 7 quarters since. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Brucke Financial held 41,218 shares of Schwab Intermediately-Term US Treasury ETF worth $1.02M as of Q2 2026.
Brucke Financial bought 8,369 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $207K.
Schwab Intermediately-Term US Treasury ETF made up 0.45% of Brucke Financial's portfolio in Q2 2026, its #43 holding.
Brucke Financial first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.