CBT
SCHR

Crews Bank & Trust’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Crews Bank & Trust’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 		$72.2K Buy
2,927
+240
+9% +$5.93K 0.01% 325
2026
Q1 		$66.9K Hold
2,687
– – 0.01% 331
2025
Q4 		$67.4K Sell
2,687
-32
-1% -$805 0.01% 327
2025
Q3 		$68.3K Buy
+2,719
New +$67.9K 0.01% 326

Other funds holding SCHR

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Crews Bank & Trust's SCHR Position: Q2 2026 in Review

Crews Bank & Trust increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 8.9% in Q2 2026, buying an estimated $5.93K and bringing the position to 2,927 shares worth $72.2K. The position accounts for 0.01% of the portfolio, ranked #325.

Crews Bank & Trust first reported a position in SCHR in Q3 2025 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Crews Bank & Trust held 2,927 shares of Schwab Intermediately-Term US Treasury ETF worth $72.2K as of Q2 2026.
  • Crews Bank & Trust bought 240 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $5.93K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #325 holding.
  • Crews Bank & Trust first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 116 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.