GCP
SCHR

Gill Capital Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Gill Capital Partners’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 		$21.8K Hold
884
– – 0.01% 368
2026
Q1 		$22K Buy
+884
New +$22.2K 0.01% 361

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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
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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

Gill Capital Partners's SCHR Position: Q2 2026 in Review

Gill Capital Partners held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 884 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #368.

Gill Capital Partners first reported a position in SCHR in Q1 2026 and has held it in 2 quarters since. The position peaked at $22K in Q1 2026. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Gill Capital Partners held 884 shares of Schwab Intermediately-Term US Treasury ETF worth $21.8K as of Q2 2026.
  • Gill Capital Partners left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Gill Capital Partners's portfolio in Q2 2026, its #368 holding.
  • Gill Capital Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Gill Capital Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $22K in Q1 2026.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Gill Capital Partners's 13F filing for Q2 2026, filed 20 Aug 2026.