CAMG
SCHR

CWA Asset Management Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

CWA Asset Management 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 		– Sell
-84,178
Closed -$2.1M – 758
2026
Q1 		$2.1M Buy
+84,178
New +$2.11M 0.07% 254
2025
Q4 		– Sell
-9,265
Closed -$233K – 717
2025
Q3 		$233K Sell
9,265
-1,687
-15% -$42.2K 0.01% 607
2025
Q2 		$274K Sell
10,952
-5,115
-32% -$127K 0.01% 558
2025
Q1 		$399K Buy
+16,067
New +$393K 0.02% 463

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
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

CWA Asset Management Group's SCHR Position: Q2 2026 in Review

CWA Asset Management Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 84,178 shares — an estimated $2.1M sold.

CWA Asset Management Group first reported a position in SCHR in Q1 2025 and held it in 4 quarters. The position peaked at $2.1M in Q1 2026. 101 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • CWA Asset Management Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • CWA Asset Management Group sold 84,178 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $2.1M.
  • CWA Asset Management Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and held it in 4 quarters.
  • CWA Asset Management Group's Schwab Intermediately-Term US Treasury ETF position peaked at $2.1M in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.