EF
SCHR

Empowered Funds’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Empowered Funds’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 		$70.3M Buy
2,862,224
+928,602
+48% +$23M 0.37% 38
2026
Q1 		$48M Buy
+1,933,622
New +$48.5M 0.31% 57
2025
Q4 		– Sell
-626,794
Closed -$15.7M – 1742
2025
Q3 		$15.7M Sell
626,794
-507,525
-45% -$12.7M 0.16% 124
2025
Q2 		$28.3M Buy
1,134,319
+747,039
+193% +$18.5M 0.32% 53
2025
Q1 		$9.6M Sell
387,280
-333,280
-46% -$8.16M 0.14% 163
2024
Q4 		$17.5M Buy
720,560
+107,858
+18% +$2.65M 0.26% 64
2024
Q3 		$15.5M Buy
612,702
+353,366
+136% +$8.83M 0.24% 76
2024
Q2 		$6.3M Buy
259,336
+36,060
+16% +$873K 0.11% 241
2024
Q1 		$5.46M Buy
+223,276
New +$5.49M 0.1% 282
2023
Q3 		– Sell
-165,272
Closed -$4.06M – 1263
2023
Q2 		$4.06M Buy
+165,272
New +$4.14M 0.14% 181
2020
Q3 		– Sell
-151,468
Closed -$4.44M – 150
2020
Q2 		$4.44M Buy
+151,468
New +$4.44M 1.72% 9

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

Empowered Funds's SCHR Position: Q2 2026 in Review

Empowered Funds increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 48% in Q2 2026, buying an estimated $23M and bringing the position to 2,862,224 shares worth $70.3M. The position accounts for 0.37% of the portfolio, ranked #38.

Empowered Funds first reported a position in SCHR in Q2 2020 and has held it in 11 quarters since. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Empowered Funds held 2,862,224 shares of Schwab Intermediately-Term US Treasury ETF worth $70.3M as of Q2 2026.
  • Empowered Funds bought 928,602 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $23M.
  • Schwab Intermediately-Term US Treasury ETF made up 0.37% of Empowered Funds's portfolio in Q2 2026, its #38 holding.
  • Empowered Funds first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2020 and has held it in 11 quarters since.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.