IA
SCHR

Inspire Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Inspire Advisors’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 		$4.75M Buy
192,564
+7,769
+4% +$192K 0.33% 34
2026
Q1 		$4.6M Buy
184,795
+35,189
+24% +$882K 0.38% 25
2025
Q4 		$3.75M Sell
149,606
-64,183
-30% -$1.62M 0.35% 38
2025
Q3 		$5.37M Buy
213,789
+27,246
+15% +$681K 0.51% 19
2025
Q2 		$4.67M Buy
186,543
+94,921
+104% +$2.35M 0.48% 20
2025
Q1 		$2.28M Buy
91,622
+7,033
+8% +$172K 0.26% 69
2024
Q4 		$2.05M Sell
84,589
-5,415
-6% -$133K 0.25% 59
2024
Q3 		$2.28M Buy
90,004
+16,572
+23% +$414K 0.28% 42
2024
Q2 		$1.79M Sell
73,432
-7,240
-9% -$175K 0.24% 46
2024
Q1 		$1.98M Buy
80,672
+21,922
+37% +$539K 0.27% 31
2023
Q4 		$1.46M Sell
58,750
-79,914
-58% -$1.93M 0.22% 34
2023
Q3 		$3.32M Sell
138,664
-68,712
-33% -$1.67M 0.59% 20
2023
Q2 		$5.11M Buy
207,376
+43,668
+27% +$1.09M 0.99% 11
2023
Q1 		$4.13M Buy
163,708
+6,460
+4% +$161K 0.95% 9
2022
Q4 		$3.87M Sell
157,248
-8,598
-5% -$212K 0.98% 11
2022
Q3 		$4.08M Buy
+165,846
New +$4.24M 1.12% 12

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

Inspire Advisors's SCHR Position: Q2 2026 in Review

Inspire Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4.2% in Q2 2026, buying an estimated $192K and bringing the position to 192,564 shares worth $4.75M. The position accounts for 0.33% of the portfolio, ranked #34.

Inspire Advisors first reported a position in SCHR in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.37M in Q3 2025. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Inspire Advisors held 192,564 shares of Schwab Intermediately-Term US Treasury ETF worth $4.75M as of Q2 2026.
  • Inspire Advisors bought 7,769 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $192K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.33% of Inspire Advisors's portfolio in Q2 2026, its #34 holding.
  • Inspire Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2022 and has held it in 16 quarters since.
  • Inspire Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $5.37M in Q3 2025.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.