Cetera Investment Advisers’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Cetera Investment Advisers’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	$37.9M	Buy	1,536,279 +384,493	+33%	+$9.5M	0.03%	496
2026 Q1	$28.7M	Buy	1,151,786 +235,790	+26%	+$5.91M	0.03%	551
2025 Q4	$23M	Buy	915,996 +113,232	+14%	+$2.85M	0.03%	610
2025 Q3	$20.2M	Buy	802,764 +162,335	+25%	+$4.06M	0.02%	646
2025 Q2	$16M	Buy	640,429 +36,239	+6%	+$898K	0.03%	603
2025 Q1	$15M	Buy	604,190 +13,153	+2%	+$322K	0.03%	571
2024 Q4	$14.4M	Buy	591,037 +30,393	+5%	+$748K	0.03%	543
2024 Q3	$14.2M	Buy	560,644 +34,604	+7%	+$865K	0.03%	545
2024 Q2	$12.8M	Buy	526,040 +4,966	+1%	+$120K	0.03%	570
2024 Q1	$12.8M	Buy	521,074 +404,800	+348%	+$9.95M	0.03%	574
2023 Q4	$2.89M	Buy	116,274 +53,422	+85%	+$1.29M	0.02%	640
2023 Q3	$1.51M	Buy	62,852 +16,140	+35%	+$393K	0.01%	865
2023 Q2	$1.15M	Buy	46,712 +4,344	+10%	+$109K	0.01%	1001
2023 Q1	$1.07M	Sell	42,368 -16,494	-28%	-$411K	0.01%	999
2022 Q4	$1.45M	Buy	+58,862	New	+$1.45M	0.01%	830

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

Cetera Investment Advisers's SCHR Position: Q2 2026 in Review

Cetera Investment Advisers increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 33% in Q2 2026, buying an estimated $9.5M and bringing the position to 1,536,279 shares worth $37.9M. The position accounts for 0.03% of the portfolio, ranked #496.

Cetera Investment Advisers first reported a position in SCHR in Q4 2022 and has held it in 15 quarters since. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Cetera Investment Advisers held 1,536,279 shares of Schwab Intermediately-Term US Treasury ETF worth $37.9M as of Q2 2026.
Cetera Investment Advisers bought 384,493 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $9.5M.
Schwab Intermediately-Term US Treasury ETF made up 0.03% of Cetera Investment Advisers's portfolio in Q2 2026, its #496 holding.
Cetera Investment Advisers first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 15 quarters since.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.