IWP
SCHR

Innova Wealth Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Innova Wealth Partners’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 		$931K Buy
+37,754
New +$933K 0.38% 59

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
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
DC
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

Innova Wealth Partners's SCHR Position: Q2 2026 in Review

Innova Wealth Partners opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 37,754 shares worth $931K. The stake represents 0.38% of the portfolio and ranks #59 among its holdings.

208 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Innova Wealth Partners held 37,754 shares of Schwab Intermediately-Term US Treasury ETF worth $931K as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Innova Wealth Partners position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.38% of Innova Wealth Partners's portfolio in Q2 2026, its #59 holding.
  • 208 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.