FLPIM
SCHR

F.L. Putnam Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

F.L. Putnam Investment 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 		$506K Sell
20,534
-62
-0.3% -$1.53K 0.01% 461
2026
Q1 		$513K Sell
20,596
-15,249
-43% -$382K 0.01% 413
2025
Q4 		$899K Sell
35,845
-21,868
-38% -$550K 0.01% 339
2025
Q3 		$1.45M Sell
57,713
-38,379
-40% -$959K 0.02% 291
2025
Q2 		$2.41M Sell
96,092
-60,799
-39% -$1.51M 0.04% 227
2025
Q1 		$3.9M Sell
156,891
-101,395
-39% -$2.48M 0.07% 173
2024
Q4 		$6.27M Sell
258,286
-11,106
-4% -$273K 0.11% 142
2024
Q3 		$6.82M Sell
269,392
-264,860
-50% -$6.62M 0.12% 141
2024
Q2 		$13M Buy
534,252
+521,036
+3,942% +$12.6M 0.24% 85
2024
Q1 		$324K Sell
13,216
-284
-2% -$6.98K 0.01% 413
2023
Q4 		$336K Sell
13,500
-8,390
-38% -$203K 0.01% 402
2023
Q3 		$525K Buy
21,890
+11,906
+119% +$290K 0.01% 328
2023
Q2 		$246K Sell
9,984
-3,216
-24% -$80.6K 0.01% 435
2023
Q1 		$333K Sell
13,200
-2,034
-13% -$50.7K 0.01% 349
2022
Q4 		$375K Hold
15,234
– – 0.01% 331
2022
Q3 		$374K Buy
+15,234
New +$389K 0.01% 310
2021
Q4 		– Sell
-8,266
Closed -$234K – 417
2021
Q3 		$234K Buy
8,266
+624
+8% +$17.9K 0.01% 375
2021
Q2 		$217K Buy
+7,642
New +$217K 0.01% 386

Other funds holding SCHR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

F.L. Putnam Investment Management's SCHR Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.3% in Q2 2026, selling an estimated $1.53K and leaving 20,534 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #461.

F.L. Putnam Investment Management first reported a position in SCHR in Q2 2021 and has held it in 18 quarters since. The position peaked at $13M in Q2 2024. 345 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • F.L. Putnam Investment Management held 20,534 shares of Schwab Intermediately-Term US Treasury ETF worth $506K as of Q2 2026.
  • F.L. Putnam Investment Management sold 62 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $1.53K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #461 holding.
  • F.L. Putnam Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2021 and has held it in 18 quarters since.
  • F.L. Putnam Investment Management's Schwab Intermediately-Term US Treasury ETF position peaked at $13M in Q2 2024.
  • 345 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.