Claro Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Claro Advisors’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	$3.98M	Buy	161,338 +33,297	+26%	+$823K	0.42%	49
2026 Q1	$3.19M	Buy	128,041 +114,746	+863%	+$2.88M	0.38%	55
2025 Q4	$333K	Buy	+13,295	New	+$335K	0.05%	313
2025 Q3	–	Sell	-8,284	Closed	-$207K	–	412
2025 Q2	$207K	Sell	8,284 -4,497	-35%	-$111K	0.03%	357
2025 Q1	$318K	Buy	12,781 +436	+4%	+$10.7K	0.04%	371
2024 Q4	$300K	Sell	12,345 -4,401	-26%	-$108K	0.04%	362
2024 Q3	$424K	Buy	16,746 +3,134	+23%	+$78.3K	0.05%	296
2024 Q2	$332K	Buy	+13,612	New	+$330K	0.05%	302
2024 Q1	–	Sell	-10,416	Closed	-$259K	–	433
2023 Q4	$259K	Buy	+10,416	New	+$252K	0.06%	312

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

Claro Advisors's SCHR Position: Q2 2026 in Review

Claro Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 26% in Q2 2026, buying an estimated $823K and bringing the position to 161,338 shares worth $3.98M. The position accounts for 0.42% of the portfolio, ranked #49.

Claro Advisors first reported a position in SCHR in Q4 2023 and has held it in 9 quarters since. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Claro Advisors held 161,338 shares of Schwab Intermediately-Term US Treasury ETF worth $3.98M as of Q2 2026.
Claro Advisors bought 33,297 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $823K.
Schwab Intermediately-Term US Treasury ETF made up 0.42% of Claro Advisors's portfolio in Q2 2026, its #49 holding.
Claro Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 9 quarters since.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.