BC
SCHR

Bulwark Capital’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bulwark Capital’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 		$8.89M Sell
360,679
-227
-0.1% -$5.61K 5.01% 5
2026
Q1 		$8.99M Buy
360,906
+351,360
+3,681% +$8.81M 5.54% 5
2025
Q4 		$239K Hold
9,546
– – 0.17% 49
2025
Q3 		$240K Sell
9,546
-670
-7% -$16.7K 0.19% 48
2025
Q2 		$256K Buy
+10,216
New +$253K 0.22% 45

Other funds holding SCHR

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

Bulwark Capital's SCHR Position: Q2 2026 in Review

Bulwark Capital reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.06% in Q2 2026, selling an estimated $5.61K and leaving 360,679 shares worth $8.89M. The position accounts for 5.01% of the portfolio, ranked #5.

Bulwark Capital first reported a position in SCHR in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.99M in Q1 2026. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Bulwark Capital held 360,679 shares of Schwab Intermediately-Term US Treasury ETF worth $8.89M as of Q2 2026.
  • Bulwark Capital sold 227 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $5.61K.
  • Schwab Intermediately-Term US Treasury ETF made up 5.01% of Bulwark Capital's portfolio in Q2 2026, its #5 holding.
  • Bulwark Capital first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Bulwark Capital's Schwab Intermediately-Term US Treasury ETF position peaked at $8.99M in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.