Family Investment Center’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Family Investment Center’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	$563K	Buy	22,848 +222	+1%	+$5.49K	0.09%	59
2026 Q1	$564K	Buy	22,626 +2,590	+13%	+$64.9K	0.11%	49
2025 Q4	$502K	Buy	20,036 +250	+1%	+$6.29K	0.1%	52
2025 Q3	$497K	Buy	19,786 +191	+1%	+$4.77K	0.1%	54
2025 Q2	$490K	Buy	19,595 +190	+1%	+$4.71K	0.11%	53
2025 Q1	$482K	Buy	19,405 +945	+5%	+$23.1K	0.12%	53
2024 Q4	$448K	Buy	18,460 +226	+1%	+$5.56K	0.11%	55
2024 Q3	$461K	Buy	18,234 +4,524	+33%	+$113K	0.12%	47
2024 Q2	$334K	Buy	13,710 +130	+1%	+$3.15K	0.1%	55
2024 Q1	$333K	Buy	13,580 +82	+0.6%	+$2.02K	0.11%	55
2023 Q4	$336K	Buy	13,498 +156	+1%	+$3.77K	0.17%	44
2023 Q3	$320K	Buy	13,342 +104	+0.8%	+$2.53K	0.19%	40
2023 Q2	$326K	Buy	13,238 +98	+0.7%	+$2.46K	0.21%	37
2023 Q1	$331K	Buy	13,140 +348	+3%	+$8.67K	0.23%	36
2022 Q4	$315K	Buy	+12,792	New	+$315K	0.23%	35

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

Family Investment Center's SCHR Position: Q2 2026 in Review

Family Investment Center increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.98% in Q2 2026, buying an estimated $5.49K and bringing the position to 22,848 shares worth $563K. The position accounts for 0.09% of the portfolio, ranked #59.

Family Investment Center first reported a position in SCHR in Q4 2022 and has held it in 15 quarters since. The position peaked at $564K in Q1 2026. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Family Investment Center held 22,848 shares of Schwab Intermediately-Term US Treasury ETF worth $563K as of Q2 2026.
Family Investment Center bought 222 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $5.49K.
Schwab Intermediately-Term US Treasury ETF made up 0.09% of Family Investment Center's portfolio in Q2 2026, its #59 holding.
Family Investment Center first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 15 quarters since.
Family Investment Center's Schwab Intermediately-Term US Treasury ETF position peaked at $564K in Q1 2026.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.