CFM
SCHR

Compass Financial Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Compass Financial Management’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 		$233K Buy
+9,460
New +$234K 0.03% 393

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
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

Compass Financial Management's SCHR Position: Q2 2026 in Review

Compass Financial Management opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 9,460 shares worth $233K. The stake represents 0.03% of the portfolio and ranks #393 among its holdings.

482 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Compass Financial Management held 9,460 shares of Schwab Intermediately-Term US Treasury ETF worth $233K as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Compass Financial Management position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.03% of Compass Financial Management's portfolio in Q2 2026, its #393 holding.
  • 482 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.