Cerity Partners
SCHR

Cerity Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Cerity Partners’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 		$38.2M Sell
1,550,382
-378,333
-20% -$9.35M 0.05% 305
2026
Q1 		$48M Sell
1,928,715
-541,703
-22% -$13.6M 0.07% 247
2025
Q4 		$62M Sell
2,470,418
-417,873
-14% -$10.5M 0.09% 197
2025
Q3 		$72.6M Buy
2,888,291
+1,233,971
+75% +$30.8M 0.12% 157
2025
Q2 		$41.4M Buy
1,654,320
+1,636,172
+9,016% +$40.5M 0.07% 219
2025
Q1 		$451K Sell
18,148
-8,369
-32% -$205K ﹤0.01% 1819
2024
Q4 		$644K Buy
26,517
+1,729
+7% +$42.5K ﹤0.01% 1625
2024
Q3 		$627K Sell
24,788
-958
-4% -$23.9K ﹤0.01% 1648
2024
Q2 		$628K Sell
25,746
-1,378
-5% -$33.4K ﹤0.01% 1436
2024
Q1 		$665K Buy
+27,124
New +$667K ﹤0.01% 1464
2022
Q4 		– Sell
-8,570
Closed -$210K – 1518
2022
Q3 		$210K Buy
+8,570
New +$219K ﹤0.01% 1039

Other funds holding SCHR

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
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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return

Cerity Partners's SCHR Position: Q2 2026 in Review

Cerity Partners reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 20% in Q2 2026, selling an estimated $9.35M and leaving 1,550,382 shares worth $38.2M. The position accounts for 0.05% of the portfolio, ranked #305.

Cerity Partners first reported a position in SCHR in Q3 2022 and has held it in 11 quarters since. The position peaked at $72.6M in Q3 2025. 468 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Cerity Partners held 1,550,382 shares of Schwab Intermediately-Term US Treasury ETF worth $38.2M as of Q2 2026.
  • Cerity Partners sold 378,333 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $9.35M.
  • Schwab Intermediately-Term US Treasury ETF made up 0.05% of Cerity Partners's portfolio in Q2 2026, its #305 holding.
  • Cerity Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2022 and has held it in 11 quarters since.
  • Cerity Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $72.6M in Q3 2025.
  • 468 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.