Equita Financial Network’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Equita Financial Network’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	$500K	Hold	20,256	–	–	0.14%	59
2026 Q1	$505K	Buy	20,256 +2,288	+13%	+$57.3K	0.16%	58
2025 Q4	$451K	Sell	17,968 -506	-3%	-$12.7K	0.14%	64
2025 Q3	$464K	Sell	18,474 -2,859	-13%	-$71.4K	0.16%	60
2025 Q2	$534K	Sell	21,333 -246	-1%	-$6.09K	0.21%	54
2025 Q1	$536K	Sell	21,579 -5,021	-19%	-$123K	0.19%	57
2024 Q4	$646K	Buy	26,600 +3,344	+14%	+$82.3K	0.23%	50
2024 Q3	$588K	Hold	23,256	–	–	0.21%	53
2024 Q2	$567K	Sell	23,256 -6,742	-22%	-$163K	0.24%	55
2024 Q1	$736K	Sell	29,998 -23,788	-44%	-$585K	0.33%	43
2023 Q4	$1.34M	Buy	53,786 +18,270	+51%	+$441K	0.71%	32
2023 Q3	$851K	Buy	+35,516	New	+$864K	0.52%	36

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

Equita Financial Network's SCHR Position: Q2 2026 in Review

Equita Financial Network held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 20,256 shares worth $500K. The position accounts for 0.14% of the portfolio, ranked #59.

Equita Financial Network first reported a position in SCHR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.34M in Q4 2023. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Equita Financial Network held 20,256 shares of Schwab Intermediately-Term US Treasury ETF worth $500K as of Q2 2026.
Equita Financial Network left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Intermediately-Term US Treasury ETF made up 0.14% of Equita Financial Network's portfolio in Q2 2026, its #59 holding.
Equita Financial Network first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Equita Financial Network's Schwab Intermediately-Term US Treasury ETF position peaked at $1.34M in Q4 2023.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.