GFA
SCHR

Godfrey Financial Associates’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Godfrey Financial Associates’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 		$9.99K Hold
405
– – 0.01% 449
2026
Q1 		$10.1K Hold
405
– – 0.01% 423
2025
Q4 		$10.2K Buy
+405
New +$10.2K 0.01% 411

Other funds holding SCHR

Charles Schwab
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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

Godfrey Financial Associates's SCHR Position: Q2 2026 in Review

Godfrey Financial Associates held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 405 shares worth $9.99K. The position accounts for 0.01% of the portfolio, ranked #449.

Godfrey Financial Associates first reported a position in SCHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.2K in Q4 2025. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Godfrey Financial Associates held 405 shares of Schwab Intermediately-Term US Treasury ETF worth $9.99K as of Q2 2026.
  • Godfrey Financial Associates 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 Godfrey Financial Associates's portfolio in Q2 2026, its #449 holding.
  • Godfrey Financial Associates first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Schwab Intermediately-Term US Treasury ETF position peaked at $10.2K in Q4 2025.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.