ISWM
SCHR

Independent Solutions Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Independent Solutions Wealth Management’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 		$5.69M Buy
230,818
+11,775
+5% +$291K 0.74% 31
2026
Q1 		$5.46M Sell
219,043
-554
-0.3% -$13.9K 0.8% 31
2025
Q4 		$5.51M Sell
219,597
-1,819
-0.8% -$45.8K 1.01% 28
2025
Q3 		$5.56M Sell
221,416
-2,477
-1% -$61.9K 0.99% 30
2025
Q2 		$5.6M Sell
223,893
-3,514
-2% -$87.1K 1.09% 23
2025
Q1 		$5.65M Buy
227,407
+9,084
+4% +$222K 1.27% 22
2024
Q4 		$5.3M Sell
218,323
-30,889
-12% -$760K 1.16% 23
2024
Q3 		$6.31M Buy
249,212
+24,522
+11% +$613K 1.43% 18
2024
Q2 		$5.48M Sell
224,690
-10,330
-4% -$250K 1.26% 18
2024
Q1 		$5.76M Buy
235,020
+21,010
+10% +$517K 1.37% 18
2023
Q4 		$5.32M Buy
214,010
+5,602
+3% +$135K 1.36% 18
2023
Q3 		$5M Buy
208,408
+36,954
+22% +$899K 1.3% 21
2023
Q2 		$4.22M Buy
171,454
+11,036
+7% +$277K 1.06% 22
2023
Q1 		$4.04M Buy
160,418
+17,940
+13% +$447K 1.19% 19
2022
Q4 		$3.51M Buy
142,478
+18,998
+15% +$468K 1.07% 20
2022
Q3 		$3.03M Buy
123,480
+2,158
+2% +$55.2K 0.99% 23
2022
Q2 		$3.13M Buy
121,322
+5,554
+5% +$144K 0.98% 21
2022
Q1 		$3.08M Buy
115,768
+7,640
+7% +$209K 0.73% 30
2021
Q4 		$3.04M Sell
108,128
-1,246
-1% -$35.1K 0.72% 34
2021
Q3 		$3.1M Buy
109,374
+3,336
+3% +$95.4K 0.77% 34
2021
Q2 		$3.02M Buy
106,038
+9,944
+10% +$282K 0.73% 35
2021
Q1 		$2.71M Buy
96,094
+18,134
+23% +$520K 0.74% 31
2020
Q4 		$2.27M Buy
77,960
+1,012
+1% +$29.5K 0.71% 36
2020
Q3 		$2.26M Sell
76,948
-12,654
-14% -$372K 0.86% 28
2020
Q2 		$2.63M Buy
89,602
+8,302
+10% +$244K 1.13% 24
2020
Q1 		$2.39M Sell
81,300
-8,292
-9% -$234K 1.32% 21
2019
Q4 		$2.46M Buy
+89,592
New +$2.48M 1.09% 23

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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

Independent Solutions Wealth Management's SCHR Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 5.4% in Q2 2026, buying an estimated $291K and bringing the position to 230,818 shares worth $5.69M. The position accounts for 0.74% of the portfolio, ranked #31.

Independent Solutions Wealth Management first reported a position in SCHR in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.31M in Q3 2024. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Independent Solutions Wealth Management held 230,818 shares of Schwab Intermediately-Term US Treasury ETF worth $5.69M as of Q2 2026.
  • Independent Solutions Wealth Management bought 11,775 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $291K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.74% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Independent Solutions Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $6.31M in Q3 2024.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.