CFGW
SCHR

Chancellor Financial Group WB’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Chancellor Financial Group WB’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 		$226K Sell
9,168
-911
-9% -$22.5K 0.14% 132
2026
Q1 		$251K Buy
10,079
+2
+0% +$50 0.18% 112
2025
Q4 		$253K Buy
10,077
+6
+0.1% +$151 0.17% 116
2025
Q3 		$253K Buy
10,071
+4
+0% +$100 0.18% 108
2025
Q2 		$252K Sell
10,067
-4
-0% -$99 0.19% 107
2025
Q1 		$250K Buy
10,071
+2
+0% +$49 0.21% 102
2024
Q4 		$245K Buy
+10,069
New +$248K 0.2% 102

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

Chancellor Financial Group WB's SCHR Position: Q2 2026 in Review

Chancellor Financial Group WB reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 9% in Q2 2026, selling an estimated $22.5K and leaving 9,168 shares worth $226K. The position accounts for 0.14% of the portfolio, ranked #132.

Chancellor Financial Group WB first reported a position in SCHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $253K in Q3 2025. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Chancellor Financial Group WB held 9,168 shares of Schwab Intermediately-Term US Treasury ETF worth $226K as of Q2 2026.
  • Chancellor Financial Group WB sold 911 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $22.5K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.14% of Chancellor Financial Group WB's portfolio in Q2 2026, its #132 holding.
  • Chancellor Financial Group WB first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Chancellor Financial Group WB's Schwab Intermediately-Term US Treasury ETF position peaked at $253K in Q3 2025.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.