Eagle Strategies’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Eagle Strategies’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	$1.24M	Sell	50,437 -2,343	-4%	-$57.9K	0.12%	128
2026 Q1	$1.31M	Sell	52,780 -1,546	-3%	-$38.7K	0.16%	113
2025 Q4	$1.36M	Buy	54,326 +3,269	+6%	+$82.3K	0.17%	109
2025 Q3	$1.28M	Buy	51,057 +6,409	+14%	+$160K	0.17%	111
2025 Q2	$1.12M	Buy	44,648 +2,506	+6%	+$62.1K	0.17%	102
2025 Q1	$1.05M	Buy	42,142 +3,815	+10%	+$93.4K	0.18%	98
2024 Q4	$931K	Buy	+38,327	New	+$943K	0.16%	102

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

Eagle Strategies's SCHR Position: Q2 2026 in Review

Eagle Strategies reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4.4% in Q2 2026, selling an estimated $57.9K and leaving 50,437 shares worth $1.24M. The position accounts for 0.12% of the portfolio, ranked #128.

Eagle Strategies first reported a position in SCHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q4 2025. 506 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Eagle Strategies held 50,437 shares of Schwab Intermediately-Term US Treasury ETF worth $1.24M as of Q2 2026.
Eagle Strategies sold 2,343 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $57.9K.
Schwab Intermediately-Term US Treasury ETF made up 0.12% of Eagle Strategies's portfolio in Q2 2026, its #128 holding.
Eagle Strategies first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Eagle Strategies's Schwab Intermediately-Term US Treasury ETF position peaked at $1.36M in Q4 2025.
506 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.