DCM
SCHR

Dorato Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Dorato Capital 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 		$144K Hold
5,871
– – 0.1% 132
2026
Q1 		$146K Hold
5,871
– – 0.11% 128
2025
Q4 		$148K Buy
+5,871
New +$148K 0.11% 130

Other funds holding SCHR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
PSP
Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 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
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Dorato Capital Management's SCHR Position: Q2 2026 in Review

Dorato Capital Management held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 5,871 shares worth $144K. The position accounts for 0.1% of the portfolio, ranked #132.

Dorato Capital Management first reported a position in SCHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $148K in Q4 2025. 303 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Dorato Capital Management held 5,871 shares of Schwab Intermediately-Term US Treasury ETF worth $144K as of Q2 2026.
  • Dorato Capital Management left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.1% of Dorato Capital Management's portfolio in Q2 2026, its #132 holding.
  • Dorato Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Schwab Intermediately-Term US Treasury ETF position peaked at $148K in Q4 2025.
  • 303 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.