Christensen King & Associates Investment Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Christensen King & Associates Investment Services’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	$5.38M	Sell	218,102 -3,803	-2%	-$94K	2.14%	11
2026 Q1	$5.53M	Buy	221,905 +7,197	+3%	+$180K	2.37%	11
2025 Q4	$5.38M	Buy	214,708 +2,589	+1%	+$65.2K	2.3%	11
2025 Q3	$5.33M	Sell	212,119 -209	-0.1%	-$5.22K	2.29%	11
2025 Q2	$5.31M	Sell	212,328 -2,592	-1%	-$64.2K	2.44%	10
2025 Q1	$5.31M	Buy	214,920 +6,116	+3%	+$150K	2.52%	10
2024 Q4	$5.06M	Buy	208,804 +29,708	+17%	+$731K	2.37%	10
2024 Q3	$4.53M	Sell	179,096 -3,030	-2%	-$75.7K	2.13%	12
2024 Q2	$4.44M	Sell	182,126 -4,876	-3%	-$118K	2.19%	11
2024 Q1	$4.59M	Buy	187,002 +2,426	+1%	+$59.6K	2.29%	11
2023 Q4	$4.59M	Buy	+184,576	New	+$4.46M	2.46%	11

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

Christensen King & Associates Investment Services's SCHR Position: Q2 2026 in Review

Christensen King & Associates Investment Services reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 1.7% in Q2 2026, selling an estimated $94K and leaving 218,102 shares worth $5.38M. The position accounts for 2.14% of the portfolio, ranked #11.

Christensen King & Associates Investment Services first reported a position in SCHR in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.53M in Q1 2026. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Christensen King & Associates Investment Services held 218,102 shares of Schwab Intermediately-Term US Treasury ETF worth $5.38M as of Q2 2026.
Christensen King & Associates Investment Services sold 3,803 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $94K.
Schwab Intermediately-Term US Treasury ETF made up 2.14% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #11 holding.
Christensen King & Associates Investment Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Christensen King & Associates Investment Services's Schwab Intermediately-Term US Treasury ETF position peaked at $5.53M in Q1 2026.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.