Focus Partners Advisor Solutions’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Focus Partners Advisor Solutions’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	$390K	Buy	15,805 +934	+6%	+$23.1K	﹤0.01%	902
2026 Q1	$370K	Buy	14,871 +2,164	+17%	+$54.2K	﹤0.01%	897
2025 Q4	$319K	Sell	12,707 -10,578	-45%	-$266K	﹤0.01%	870
2025 Q3	$585K	Buy	23,285 +10,844	+87%	+$271K	0.01%	684
2025 Q2	$311K	Sell	12,441 -3,633	-23%	-$90K	﹤0.01%	847
2025 Q1	$400K	Buy	+16,074	New	+$394K	0.01%	658
2024 Q4	–	Sell	-16,238	Closed	-$411K	–	859
2024 Q3	$411K	Buy	+16,238	New	+$406K	0.01%	492
2024 Q1	–	Sell	-9,024	Closed	-$224K	–	633
2023 Q4	$224K	Sell	9,024 -17,288	-66%	-$418K	0.01%	378
2023 Q3	$631K	Buy	26,312 +2,558	+11%	+$62.3K	0.03%	217
2023 Q2	$585K	Buy	23,754 +12	+0.1%	+$301	0.03%	199
2023 Q1	$599K	Buy	23,742 +4,062	+21%	+$101K	0.04%	183
2022 Q4	$484K	Buy	+19,680	New	+$484K	0.04%	193

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

Focus Partners Advisor Solutions's SCHR Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 6.3% in Q2 2026, buying an estimated $23.1K and bringing the position to 15,805 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Focus Partners Advisor Solutions first reported a position in SCHR in Q4 2022 and has held it in 12 quarters since. The position peaked at $631K in Q3 2023. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Focus Partners Advisor Solutions held 15,805 shares of Schwab Intermediately-Term US Treasury ETF worth $390K as of Q2 2026.
Focus Partners Advisor Solutions bought 934 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $23.1K.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #902 holding.
Focus Partners Advisor Solutions first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 12 quarters since.
Focus Partners Advisor Solutions's Schwab Intermediately-Term US Treasury ETF position peaked at $631K in Q3 2023.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.