GenWealth Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

GenWealth Group’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	$2.5M	Buy	101,498 +1,433	+1%	+$35.4K	0.39%	33
2026 Q1	$2.49M	Buy	100,065 +7,735	+8%	+$194K	0.43%	29
2025 Q4	$2.32M	Buy	92,330 +1,205	+1%	+$30.3K	0.4%	35
2025 Q3	$2.29M	Buy	91,125 +2,490	+3%	+$62.2K	0.43%	32
2025 Q2	$2.22M	Buy	88,635 +1,256	+1%	+$31.1K	0.45%	31
2025 Q1	$2.17M	Sell	87,379 -430,029	-83%	-$10.5M	0.48%	29
2024 Q4	$12.6M	Buy	517,408 +308,038	+147%	+$7.58M	2.86%	13
2024 Q3	$5.3M	Buy	209,370 +16,386	+8%	+$409K	1.22%	23
2024 Q2	$4.71M	Buy	192,984 +23,624	+14%	+$572K	1.16%	23
2024 Q1	$4.15M	Buy	169,360 +23,466	+16%	+$577K	1.05%	23
2023 Q4	$3.63M	Buy	145,894 +28,348	+24%	+$685K	1%	23
2023 Q3	$2.82M	Buy	117,546 +13,490	+13%	+$328K	0.85%	23
2023 Q2	$2.56M	Buy	104,056 +13,164	+14%	+$330K	0.74%	27
2023 Q1	$2.29M	Buy	90,892 +362	+0.4%	+$9.02K	0.7%	27
2022 Q4	$2.23M	Buy	90,530 +67,346	+290%	+$1.66M	0.73%	27
2022 Q3	$570K	Buy	23,184 +13,346	+136%	+$341K	0.19%	34
2022 Q2	$254K	Hold	9,838	–	–	0.08%	49
2022 Q1	$262K	Hold	9,838	–	–	0.07%	59
2021 Q4	$276K	Hold	9,838	–	–	0.07%	57
2021 Q3	$279K	Sell	9,838 -556	-5%	-$15.9K	0.08%	56
2021 Q2	$295K	Hold	10,394	–	–	0.09%	52
2021 Q1	$293K	Buy	+10,394	New	+$298K	0.09%	57
2020 Q1	–	Sell	-10,210	Closed	-$280K	–	71
2019 Q4	$280K	Hold	10,210	–	–	0.11%	58
2019 Q3	$283K	Sell	10,210 -1,448	-12%	-$40.1K	0.12%	58
2019 Q2	$320K	Hold	11,658	–	–	0.14%	53
2019 Q1	$311K	Buy	11,658 +2,004	+21%	+$53.2K	0.14%	52
2018 Q4	$255K	Sell	9,654 -966	-9%	-$25.1K	0.13%	53
2018 Q3	$274K	Buy	+10,620	New	+$277K	0.13%	54

Other funds holding SCHR

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

GenWealth Group's SCHR Position: Q2 2026 in Review

GenWealth Group increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 1.4% in Q2 2026, buying an estimated $35.4K and bringing the position to 101,498 shares worth $2.5M. The position accounts for 0.39% of the portfolio, ranked #33.

GenWealth Group first reported a position in SCHR in Q3 2018 and has held it in 28 quarters since. The position peaked at $12.6M in Q4 2024. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

GenWealth Group held 101,498 shares of Schwab Intermediately-Term US Treasury ETF worth $2.5M as of Q2 2026.
GenWealth Group bought 1,433 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $35.4K.
Schwab Intermediately-Term US Treasury ETF made up 0.39% of GenWealth Group's portfolio in Q2 2026, its #33 holding.
GenWealth Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2018 and has held it in 28 quarters since.
GenWealth Group's Schwab Intermediately-Term US Treasury ETF position peaked at $12.6M in Q4 2024.
86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.