EWM
SCHR

Empirical Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Empirical Wealth 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 		– Sell
-22,879
Closed -$570K – 1100
2026
Q1 		$570K Buy
22,879
+577
+3% +$14.5K 0.01% 532
2025
Q4 		$559K Sell
22,302
-24,749
-53% -$623K 0.01% 472
2025
Q3 		$1.18M Buy
+47,051
New +$1.18M 0.02% 314
2024
Q4 		– Sell
-8,902
Closed -$225K – 627
2024
Q3 		$225K Sell
8,902
-6,170
-41% -$154K 0.01% 520
2024
Q2 		$368K Buy
+15,072
New +$365K 0.01% 417
2019
Q4 		– Sell
-9,218
Closed -$256K – 343
2019
Q3 		$256K Buy
+9,218
New +$255K 0.03% 247

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

Empirical Wealth Management's SCHR Position: Q2 2026 in Review

Empirical Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 22,879 shares — an estimated $570K sold.

Empirical Wealth Management first reported a position in SCHR in Q3 2019 and held it in 6 quarters. The position peaked at $1.18M in Q3 2025. 101 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Empirical Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 22,879 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $570K.
  • Empirical Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2019 and held it in 6 quarters.
  • Empirical Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $1.18M in Q3 2025.
  • 101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.