Grove Street Fiduciary’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Grove Street Fiduciary’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	-8,085	Closed	-$201K	–	78
2026 Q1	$201K	Hold	8,085	–	–	0.09%	73
2025 Q4	$203K	Hold	8,085	–	–	0.08%	73
2025 Q3	$203K	Hold	8,085	–	–	0.1%	72
2025 Q2	$202K	Hold	8,085	–	–	0.1%	72
2025 Q1	$201K	Buy	+8,085	New	+$198K	0.1%	69

Other funds holding SCHR

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

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

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 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

Grove Street Fiduciary's SCHR Position: Q2 2026 in Review

Grove Street Fiduciary sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 8,085 shares — an estimated $201K sold.

Grove Street Fiduciary first reported a position in SCHR in Q1 2025 and held it in 5 quarters. The position peaked at $203K in Q3 2025. 173 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Grove Street Fiduciary reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Grove Street Fiduciary sold 8,085 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $201K.
Grove Street Fiduciary first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and held it in 5 quarters.
Grove Street Fiduciary's Schwab Intermediately-Term US Treasury ETF position peaked at $203K in Q3 2025.
173 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Grove Street Fiduciary's 13F filing for Q2 2026, filed 23 Jul 2026.