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Ethos Financial Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Ethos Financial Group’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
-13,834
Closed -$345K – 685
2026
Q1 		$345K Sell
13,834
-60,899
-81% -$1.53M 0.03% 379
2025
Q4 		$1.87M Buy
74,733
+27,425
+58% +$690K 0.14% 140
2025
Q3 		$1.19M Buy
47,308
+29,469
+165% +$736K 0.09% 165
2025
Q2 		$447K Buy
+17,839
New +$442K 0.04% 284

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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 22.9% 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

Ethos Financial Group's SCHR Position: Q2 2026 in Review

Ethos Financial Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 13,834 shares — an estimated $345K sold.

Ethos Financial Group first reported a position in SCHR in Q2 2025 and held it in 4 quarters. The position peaked at $1.87M in Q4 2025. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Ethos Financial Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Ethos Financial Group sold 13,834 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $345K.
  • Ethos Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and held it in 4 quarters.
  • Ethos Financial Group's Schwab Intermediately-Term US Treasury ETF position peaked at $1.87M in Q4 2025.
  • 507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.