DAS
SCHR

Dynamic Advisor Solutions’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Dynamic Advisor Solutions’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 		$3.18M Buy
128,838
+7,695
+6% +$190K 0.09% 235
2026
Q1 		$3.02M Buy
121,143
+5,456
+5% +$137K 0.1% 225
2025
Q4 		$2.9M Buy
115,687
+1,123
+1% +$28.3K 0.09% 227
2025
Q3 		$2.88M Sell
114,564
-59,611
-34% -$1.49M 0.08% 241
2025
Q2 		$4.36M Sell
174,175
-8,957
-5% -$222K 0.13% 180
2025
Q1 		$4.55M Buy
+183,132
New +$4.48M 0.15% 164
2024
Q4 		– Sell
-28,322
Closed -$717K – 796
2024
Q3 		$717K Buy
28,322
+644
+2% +$16.1K 0.02% 532
2024
Q2 		$675K Buy
27,678
+120
+0.4% +$2.9K 0.02% 553
2024
Q1 		$676K Sell
27,558
-506
-2% -$12.4K 0.02% 532
2023
Q4 		$693K Sell
28,064
-1,208
-4% -$29.2K 0.03% 497
2023
Q3 		$702K Sell
29,272
-784
-3% -$19.1K 0.03% 438
2023
Q2 		$741K Buy
30,056
+1,356
+5% +$34K 0.04% 409
2023
Q1 		$724K Sell
28,700
-6,954
-20% -$173K 0.04% 393
2022
Q4 		$878K Buy
35,654
+24,282
+214% +$598K 0.06% 304
2022
Q3 		$279K Buy
11,372
+960
+9% +$24.5K 0.02% 545
2022
Q2 		$269K Sell
10,412
-27,356
-72% -$707K 0.02% 566
2022
Q1 		$1.01M Buy
37,768
+130
+0.3% +$3.55K 0.07% 264
2021
Q4 		$1.06M Buy
37,638
+5,732
+18% +$161K 0.08% 268
2021
Q3 		$905K Buy
31,906
+6,964
+28% +$199K 0.07% 314
2021
Q2 		$709K Sell
24,942
-444
-2% -$12.6K 0.06% 346
2021
Q1 		$716K Sell
25,386
-1,878
-7% -$53.9K 0.07% 303
2020
Q4 		$794K Sell
27,264
-2,300
-8% -$67K 0.07% 280
2020
Q3 		$867K Buy
29,564
+2,268
+8% +$66.6K 0.1% 228
2020
Q2 		$802K Buy
+27,296
New +$801K 0.11% 212
2018
Q3 		– Sell
-26,318
Closed -$688K – 426
2018
Q2 		$688K Buy
26,318
+2,794
+12% +$72.8K 0.16% 171
2018
Q1 		$619K Buy
+23,524
New +$618K 0.16% 164

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

Dynamic Advisor Solutions's SCHR Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 6.4% in Q2 2026, buying an estimated $190K and bringing the position to 128,838 shares worth $3.18M. The position accounts for 0.09% of the portfolio, ranked #235.

Dynamic Advisor Solutions first reported a position in SCHR in Q1 2018 and has held it in 26 quarters since. The position peaked at $4.55M in Q1 2025. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Dynamic Advisor Solutions held 128,838 shares of Schwab Intermediately-Term US Treasury ETF worth $3.18M as of Q2 2026.
  • Dynamic Advisor Solutions bought 7,695 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $190K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.09% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #235 holding.
  • Dynamic Advisor Solutions first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2018 and has held it in 26 quarters since.
  • Dynamic Advisor Solutions's Schwab Intermediately-Term US Treasury ETF position peaked at $4.55M in Q1 2025.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.