CWM
SCHR

Comprehensive Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Comprehensive Wealth 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 		$1.29M Sell
52,454
-2,091
-4% -$51.7K 0.59% 31
2026
Q1 		$1.36M Buy
54,545
+5,537
+11% +$139K 0.69% 27
2025
Q4 		$1.23M Buy
49,008
+8,352
+21% +$210K 0.73% 28
2025
Q3 		$1.02M Buy
40,656
+14,621
+56% +$365K 0.72% 28
2025
Q2 		$652K Buy
+26,035
New +$645K 0.52% 29

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

Comprehensive Wealth Management's SCHR Position: Q2 2026 in Review

Comprehensive Wealth Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.8% in Q2 2026, selling an estimated $51.7K and leaving 52,454 shares worth $1.29M. The position accounts for 0.59% of the portfolio, ranked #31.

Comprehensive Wealth Management first reported a position in SCHR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.36M in Q1 2026. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Comprehensive Wealth Management held 52,454 shares of Schwab Intermediately-Term US Treasury ETF worth $1.29M as of Q2 2026.
  • Comprehensive Wealth Management sold 2,091 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $51.7K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.59% of Comprehensive Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Comprehensive Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Comprehensive Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $1.36M in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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