Cadia Private Client’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Cadia Private Client’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	$10.2M	Buy	413,093 +2,689	+0.7%	+$66.5K	7.31%	3
2026 Q1	$10.2M	Buy	410,404 +371	+0.1%	+$9.3K	8.29%	3
2025 Q4	$10.3M	Buy	+410,033	New	+$10.3M	8.16%	3

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

Cadia Private Client's SCHR Position: Q2 2026 in Review

Cadia Private Client increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.66% in Q2 2026, buying an estimated $66.5K and bringing the position to 413,093 shares worth $10.2M. The position accounts for 7.31% of the portfolio, ranked #3.

Cadia Private Client first reported a position in SCHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.3M in Q4 2025. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Cadia Private Client held 413,093 shares of Schwab Intermediately-Term US Treasury ETF worth $10.2M as of Q2 2026.
Cadia Private Client bought 2,689 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $66.5K.
Schwab Intermediately-Term US Treasury ETF made up 7.31% of Cadia Private Client's portfolio in Q2 2026, its #3 holding.
Cadia Private Client first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
Cadia Private Client's Schwab Intermediately-Term US Treasury ETF position peaked at $10.3M in Q4 2025.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.