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

Evermay 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	$1.56M	Buy	63,377 +32,290	+104%	+$798K	0.16%	60
2026 Q1	$774K	Buy	31,087 +2,870	+10%	+$71.9K	0.09%	99
2025 Q4	$708K	Hold	28,217	–	–	0.08%	107
2025 Q3	$709K	Hold	28,217	–	–	0.08%	107
2025 Q2	$706K	Buy	+28,217	New	+$699K	0.09%	106

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

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

Evermay Wealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 104% in Q2 2026, buying an estimated $798K and bringing the position to 63,377 shares worth $1.56M. The position accounts for 0.16% of the portfolio, ranked #60.

Evermay Wealth Management first reported a position in SCHR in Q2 2025 and has held it in 5 quarters since. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Evermay Wealth Management held 63,377 shares of Schwab Intermediately-Term US Treasury ETF worth $1.56M as of Q2 2026.
Evermay Wealth Management bought 32,290 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $798K.
Schwab Intermediately-Term US Treasury ETF made up 0.16% of Evermay Wealth Management's portfolio in Q2 2026, its #60 holding.
Evermay Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.