Financial & Tax Architects’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Financial & Tax Architects’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	-164,648	Closed	-$4.1M	–	123
2026 Q1	$4.1M	Buy	164,648 +26,828	+19%	+$672K	0.91%	42
2025 Q4	$3.46M	Buy	137,820 +16,028	+13%	+$403K	0.78%	43
2025 Q3	$3.06M	Buy	121,792 +9,700	+9%	+$242K	0.68%	43
2025 Q2	$2.81M	Buy	112,092 +16,437	+17%	+$407K	0.68%	42
2025 Q1	$2.38M	Sell	95,655 -5,504	-5%	-$135K	0.6%	44
2024 Q4	$2.46M	Buy	101,159 +11,049	+12%	+$272K	0.63%	41
2024 Q3	$2.28M	Buy	90,110 +388	+0.4%	+$9.7K	0.59%	43
2024 Q2	$2.19M	Buy	89,722 +834	+0.9%	+$20.2K	0.59%	43
2024 Q1	$2.18M	Buy	+88,888	New	+$2.19M	0.6%	44
2023 Q3	–	Sell	-114,144	Closed	-$2.81M	–	91
2023 Q2	$2.81M	Buy	+114,144	New	+$2.86M	0.87%	37
2022 Q1	–	Sell	-56,276	Closed	-$1.58M	–	102
2021 Q4	$1.58M	Sell	56,276 -6,548	-10%	-$184K	0.64%	45
2021 Q3	$1.78M	Buy	+62,824	New	+$1.8M	0.81%	43

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

Financial & Tax Architects's SCHR Position: Q2 2026 in Review

Financial & Tax Architects sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 164,648 shares — an estimated $4.1M sold.

Financial & Tax Architects first reported a position in SCHR in Q3 2021 and held it in 12 quarters. The position peaked at $4.1M in Q1 2026. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Financial & Tax Architects reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Financial & Tax Architects sold 164,648 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $4.1M.
Financial & Tax Architects first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2021 and held it in 12 quarters.
Financial & Tax Architects's Schwab Intermediately-Term US Treasury ETF position peaked at $4.1M in Q1 2026.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.