CMBA
SCHR

C.M. Bidwell & Associates’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

C.M. Bidwell & Associates’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 		$97.2K Hold
3,940
– – 0.04% 177
2026
Q1 		$98.2K Buy
+3,940
New +$98.8K 0.05% 177
2021
Q2 		– Sell
-1,950
Closed -$55K – 615
2021
Q1 		$55K Buy
+1,950
New +$55.9K 0.04% 295
2018
Q1 		– Sell
-180
Closed -$5K – 434
2017
Q4 		$5K Buy
+180
New +$4.83K ﹤0.01% 324

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

C.M. Bidwell & Associates's SCHR Position: Q2 2026 in Review

C.M. Bidwell & Associates held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 3,940 shares worth $97.2K. The position accounts for 0.04% of the portfolio, ranked #177.

C.M. Bidwell & Associates first reported a position in SCHR in Q4 2017 and has held it in 4 quarters since. The position peaked at $98.2K in Q1 2026. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • C.M. Bidwell & Associates held 3,940 shares of Schwab Intermediately-Term US Treasury ETF worth $97.2K as of Q2 2026.
  • C.M. Bidwell & Associates left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.04% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #177 holding.
  • C.M. Bidwell & Associates first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2017 and has held it in 4 quarters since.
  • C.M. Bidwell & Associates's Schwab Intermediately-Term US Treasury ETF position peaked at $98.2K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.