FIA
SCHR

Foundations Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Foundations Investment 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 		$6.95M Buy
281,773
+17,713
+7% +$438K 0.07% 209
2026
Q1 		$6.58M Buy
264,060
+47,285
+22% +$1.19M 0.08% 190
2025
Q4 		$5.44M Buy
216,775
+24,777
+13% +$624K 0.07% 216
2025
Q3 		$4.82M Buy
191,998
+17,435
+10% +$436K 0.07% 218
2025
Q2 		$4.37M Buy
174,563
+15,187
+10% +$376K 0.07% 217
2025
Q1 		$3.96M Buy
159,376
+13,196
+9% +$323K 0.07% 221
2024
Q4 		$3.55M Buy
146,180
+15,630
+12% +$385K 0.07% 217
2024
Q3 		$3.3M Buy
130,550
+59,624
+84% +$1.49M 0.07% 215
2024
Q2 		$1.73M Buy
70,926
+27,320
+63% +$661K 0.04% 252
2024
Q1 		$1.07M Buy
+43,606
New +$1.07M 0.03% 314

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
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

Foundations Investment Advisors's SCHR Position: Q2 2026 in Review

Foundations Investment Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 6.7% in Q2 2026, buying an estimated $438K and bringing the position to 281,773 shares worth $6.95M. The position accounts for 0.07% of the portfolio, ranked #209.

Foundations Investment Advisors first reported a position in SCHR in Q1 2024 and has held it in 10 quarters since. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Foundations Investment Advisors held 281,773 shares of Schwab Intermediately-Term US Treasury ETF worth $6.95M as of Q2 2026.
  • Foundations Investment Advisors bought 17,713 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $438K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.07% of Foundations Investment Advisors's portfolio in Q2 2026, its #209 holding.
  • Foundations Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.