GIA
SCHR

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

GHP 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 		– Sell
-352
Closed -$8.77K – 1454
2026
Q1 		$8.77K Buy
+352
New +$8.82K ﹤0.01% 833
2025
Q1 		– Sell
-3,022
Closed -$73.4K – 1022
2024
Q4 		$73.4K Buy
+3,022
New +$74.4K ﹤0.01% 469
2023
Q1 		– Sell
-28
Closed -$689 – 951
2022
Q4 		$689 Buy
+28
New +$689 ﹤0.01% 886
2022
Q3 		– Sell
-2,984
Closed -$77K – 960
2022
Q2 		$77K Buy
+2,984
New +$77.2K 0.01% 445

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

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

GHP Investment Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 352 shares — an estimated $8.77K sold.

GHP Investment Advisors first reported a position in SCHR in Q2 2022 and held it in 4 quarters. The position peaked at $77K in Q2 2022. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • GHP Investment Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • GHP Investment Advisors sold 352 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $8.77K.
  • GHP Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2022 and held it in 4 quarters.
  • GHP Investment Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $77K in Q2 2022.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.