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

IEQ Capital’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	$4.52M	Buy	183,194 +13,110	+8%	+$324K	0.02%	533
2026 Q1	$4.24M	Buy	+170,084	New	+$4.26M	0.02%	540
2025 Q1	–	Sell	-11,832	Closed	-$287K	–	1716
2024 Q4	$287K	Buy	11,832 +570	+5%	+$14K	﹤0.01%	1038
2024 Q3	$285K	Hold	11,262	–	–	﹤0.01%	941
2024 Q2	$275K	Buy	+11,262	New	+$273K	﹤0.01%	823
2023 Q4	–	Sell	-10,348	Closed	-$248K	–	985
2023 Q3	$248K	Sell	10,348 -1,986	-16%	-$48.3K	0.01%	778
2023 Q2	$304K	Buy	12,334 +20	+0.2%	+$501	0.01%	674
2023 Q1	$311K	Buy	12,314 +12	+0.1%	+$299	0.01%	704
2022 Q4	$303K	Buy	+12,302	New	+$303K	0.01%	625

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

IEQ Capital's SCHR Position: Q2 2026 in Review

IEQ Capital increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 7.7% in Q2 2026, buying an estimated $324K and bringing the position to 183,194 shares worth $4.52M. The position accounts for 0.02% of the portfolio, ranked #533.

IEQ Capital first reported a position in SCHR in Q4 2022 and has held it in 9 quarters since. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

IEQ Capital held 183,194 shares of Schwab Intermediately-Term US Treasury ETF worth $4.52M as of Q2 2026.
IEQ Capital bought 13,110 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $324K.
Schwab Intermediately-Term US Treasury ETF made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #533 holding.
IEQ Capital first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 9 quarters since.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.