Harvest Portfolios Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Harvest Portfolios Group’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	$5.61M	Sell	227,487 -78,471	-26%	-$1.94M	0.08%	121
2026 Q1	$7.62M	Buy	305,958 +29,091	+11%	+$729K	0.13%	97
2025 Q4	$6.94M	Buy	276,867 +21,847	+9%	+$550K	0.12%	96
2025 Q3	$6.41M	Sell	255,020 -2,527	-1%	-$63.1K	0.12%	101
2025 Q2	$6.45M	Buy	257,547 +14,225	+6%	+$352K	0.15%	89
2025 Q1	$6.05M	Buy	243,322 +21,017	+9%	+$515K	0.18%	92
2024 Q4	$5.4M	Buy	222,305 +59,973	+37%	+$1.48M	0.18%	91
2024 Q3	$4.11M	Buy	162,332 +83,720	+106%	+$2.09M	0.14%	100
2024 Q2	$1.92M	Buy	78,612 +1,650	+2%	+$39.9K	0.07%	118
2024 Q1	$1.89M	Buy	+76,962	New	+$1.89M	0.07%	124

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

Harvest Portfolios Group's SCHR Position: Q2 2026 in Review

Harvest Portfolios Group reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 26% in Q2 2026, selling an estimated $1.94M and leaving 227,487 shares worth $5.61M. The position accounts for 0.08% of the portfolio, ranked #121.

Harvest Portfolios Group first reported a position in SCHR in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.62M in Q1 2026. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Harvest Portfolios Group held 227,487 shares of Schwab Intermediately-Term US Treasury ETF worth $5.61M as of Q2 2026.
Harvest Portfolios Group sold 78,471 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $1.94M.
Schwab Intermediately-Term US Treasury ETF made up 0.08% of Harvest Portfolios Group's portfolio in Q2 2026, its #121 holding.
Harvest Portfolios Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Harvest Portfolios Group's Schwab Intermediately-Term US Treasury ETF position peaked at $7.62M in Q1 2026.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.