Glassman Wealth Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Glassman Wealth Services’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	$888	Hold	36	–	–	﹤0.01%	227
2026 Q1	$897	Buy	+36	New	+$902	﹤0.01%	176
2023 Q2	–	Sell	-1,264	Closed	-$31.9K	–	1997
2023 Q1	$31.9K	Buy	+1,264	New	+$31.5K	0.01%	519
2022 Q1	–	Sell	-972	Closed	-$27K	–	1911
2021 Q4	$27K	Buy	972 +960	+8,000%	+$27K	0.01%	534
2021 Q3	$0	Buy	+12	New	+$343	﹤0.01%	1780

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

Glassman Wealth Services's SCHR Position: Q2 2026 in Review

Glassman Wealth Services held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 36 shares worth $888. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Glassman Wealth Services first reported a position in SCHR in Q3 2021 and has held it in 5 quarters since. The position peaked at $31.9K in Q1 2023. 506 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Glassman Wealth Services held 36 shares of Schwab Intermediately-Term US Treasury ETF worth $888 as of Q2 2026.
Glassman Wealth Services 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 Glassman Wealth Services's portfolio in Q2 2026, its #227 holding.
Glassman Wealth Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2021 and has held it in 5 quarters since.
Glassman Wealth Services's Schwab Intermediately-Term US Treasury ETF position peaked at $31.9K in Q1 2023.
506 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.