Bullock Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bullock Wealth Management’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	$86.5K	Buy	3,525 +6	+0.2%	+$148	0.04%	230
2026 Q1	$87.3K	Buy	3,519 +9	+0.3%	+$226	0.04%	222
2025 Q4	$88K	Buy	3,510 +33	+0.9%	+$830	0.04%	217
2025 Q3	$87.4K	Buy	3,477 +1,318	+61%	+$32.9K	0.04%	218
2025 Q2	$53.8K	Buy	2,159 +12	+0.6%	+$297	0.03%	238
2025 Q1	$53.3K	Sell	2,147 -28	-1%	-$686	0.03%	236
2024 Q4	$52.8K	Sell	2,175 -149	-6%	-$3.67K	0.03%	248
2024 Q3	$58.8K	Buy	2,324 +8	+0.3%	+$200	0.04%	222
2024 Q2	$56K	Buy	2,316 +14	+0.6%	+$339	0.04%	225
2024 Q1	$56K	Buy	+2,302	New	+$56.6K	0.04%	236

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

Bullock Wealth Management's SCHR Position: Q2 2026 in Review

Bullock Wealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.17% in Q2 2026, buying an estimated $148 and bringing the position to 3,525 shares worth $86.5K. The position accounts for 0.04% of the portfolio, ranked #230.

Bullock Wealth Management first reported a position in SCHR in Q1 2024 and has held it in 10 quarters since. The position peaked at $88K in Q4 2025. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Bullock Wealth Management held 3,525 shares of Schwab Intermediately-Term US Treasury ETF worth $86.5K as of Q2 2026.
Bullock Wealth Management bought 6 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $148.
Schwab Intermediately-Term US Treasury ETF made up 0.04% of Bullock Wealth Management's portfolio in Q2 2026, its #230 holding.
Bullock Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $88K in Q4 2025.
507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.