Csenge Advisory Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Csenge Advisory Group’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	$3.01M	Sell	121,952 -28,287	-19%	-$699K	0.12%	157
2026 Q1	$3.74M	Buy	150,239 +19,704	+15%	+$494K	0.17%	112
2025 Q4	$3.27M	Buy	130,535 +16,129	+14%	+$406K	0.15%	130
2025 Q3	$2.88M	Buy	114,406 +24,702	+28%	+$617K	0.14%	134
2025 Q2	$2.23M	Buy	89,704 +5,180	+6%	+$128K	0.12%	146
2025 Q1	$2.1M	Buy	84,524 +17,586	+26%	+$431K	0.12%	144
2024 Q4	$1.63M	Sell	66,938 -34,970	-34%	-$860K	0.09%	181
2024 Q3	$1.27M	Buy	101,908 +54,864	+117%	+$1.37M	0.07%	211
2024 Q2	$1.15M	Buy	47,044 +22	+0%	+$533	0.07%	224
2024 Q1	$1.15M	Sell	47,022 -2,008	-4%	-$49.4K	0.06%	234
2023 Q4	$1.22M	Sell	49,030 -16,398	-25%	-$396K	0.08%	202
2023 Q3	$1.57M	Buy	65,428 +4,714	+8%	+$115K	0.11%	161
2023 Q2	$1.5M	Buy	60,714 +11,394	+23%	+$285K	0.1%	161
2023 Q1	$1.24M	Sell	49,320 -1,368	-3%	-$34.1K	0.09%	173
2022 Q4	$1.25M	Sell	50,688 -9,368	-16%	-$231K	0.1%	183
2022 Q3	$1.48M	Sell	60,056 -5,396	-8%	-$138K	0.12%	159
2022 Q2	$1.69M	Buy	+65,452	New	+$1.69M	0.14%	142

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

Csenge Advisory Group's SCHR Position: Q2 2026 in Review

Csenge Advisory Group reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 19% in Q2 2026, selling an estimated $699K and leaving 121,952 shares worth $3.01M. The position accounts for 0.12% of the portfolio, ranked #157.

Csenge Advisory Group first reported a position in SCHR in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.74M in Q1 2026. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Csenge Advisory Group held 121,952 shares of Schwab Intermediately-Term US Treasury ETF worth $3.01M as of Q2 2026.
Csenge Advisory Group sold 28,287 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $699K.
Schwab Intermediately-Term US Treasury ETF made up 0.12% of Csenge Advisory Group's portfolio in Q2 2026, its #157 holding.
Csenge Advisory Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2022 and has held it in 17 quarters since.
Csenge Advisory Group's Schwab Intermediately-Term US Treasury ETF position peaked at $3.74M in Q1 2026.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.