EverSource Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

EverSource Wealth Advisors’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	$872K	Sell	35,357 -3,827	-10%	-$94.6K	0.03%	385
2026 Q1	$976K	Sell	39,184 -1,594	-4%	-$40K	0.03%	386
2025 Q4	$1.02M	Sell	40,778 -1,902	-4%	-$47.9K	0.04%	338
2025 Q3	$1.07M	Buy	42,680 +26,043	+157%	+$651K	0.04%	296
2025 Q2	$416K	Sell	16,637 -473	-3%	-$11.7K	0.02%	525
2025 Q1	$425K	Sell	17,110 -2,086	-11%	-$51.1K	0.02%	423
2024 Q4	$466K	Sell	19,196 -10,726	-36%	-$264K	0.03%	389
2024 Q3	$757K	Sell	29,922 -12,260	-29%	-$306K	0.05%	263
2024 Q2	$1.05M	Buy	42,182 +12,502	+42%	+$303K	0.07%	208
2024 Q1	$711K	Buy	29,680 +80	+0.3%	+$1.97K	0.06%	228
2023 Q4	$736K	Sell	29,600 -1,142	-4%	-$27.6K	0.07%	200
2023 Q3	$737K	Sell	30,742 -38,144	-55%	-$928K	0.08%	182
2023 Q2	$1.7M	Sell	68,886 -2,110	-3%	-$52.9K	0.19%	113
2023 Q1	$1.78M	Sell	70,996 -66	-0.1%	-$1.65K	0.22%	100
2022 Q4	$1.75M	Buy	71,062 +42,756	+151%	+$1.05M	0.26%	82
2022 Q3	$697K	Sell	28,306 -33,100	-54%	-$846K	0.16%	123
2022 Q2	$1.58M	Sell	61,406 -13,576	-18%	-$351K	0.41%	50
2022 Q1	$2M	Buy	+74,982	New	+$2.05M	0.51%	39

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

EverSource Wealth Advisors's SCHR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 9.8% in Q2 2026, selling an estimated $94.6K and leaving 35,357 shares worth $872K. The position accounts for 0.03% of the portfolio, ranked #385.

EverSource Wealth Advisors first reported a position in SCHR in Q1 2022 and has held it in 18 quarters since. The position peaked at $2M in Q1 2022. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

EverSource Wealth Advisors held 35,357 shares of Schwab Intermediately-Term US Treasury ETF worth $872K as of Q2 2026.
EverSource Wealth Advisors sold 3,827 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $94.6K.
Schwab Intermediately-Term US Treasury ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #385 holding.
EverSource Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2022 and has held it in 18 quarters since.
EverSource Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $2M in Q1 2022.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.