International Assets Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

International Assets Investment 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	$143K	Buy	5,820 +66	+1%	+$1.63K	0.01%	969
2026 Q1	$143K	Buy	5,754 +91	+2%	+$2.28K	0.01%	909
2025 Q4	$142K	Buy	+5,663	New	+$143K	0.01%	917
2025 Q2	–	Sell	-8,207	Closed	-$204K	–	884
2025 Q1	$204K	Buy	+8,207	New	+$201K	0.02%	706
2024 Q3	–	Sell	-10,124	Closed	-$247K	–	2503
2024 Q2	$247K	Buy	10,124 +502	+5%	+$12.2K	0.02%	615
2024 Q1	$234K	Buy	9,622 +292	+3%	+$7.18K	0.02%	624
2023 Q4	$232K	Buy	+9,330	New	+$225K	0.03%	572

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

International Assets Investment Management's SCHR Position: Q2 2026 in Review

International Assets Investment Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 1.1% in Q2 2026, buying an estimated $1.63K and bringing the position to 5,820 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #969.

International Assets Investment Management first reported a position in SCHR in Q4 2023 and has held it in 7 quarters since. The position peaked at $247K in Q2 2024. 183 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

International Assets Investment Management held 5,820 shares of Schwab Intermediately-Term US Treasury ETF worth $143K as of Q2 2026.
International Assets Investment Management bought 66 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $1.63K.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #969 holding.
International Assets Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 7 quarters since.
International Assets Investment Management's Schwab Intermediately-Term US Treasury ETF position peaked at $247K in Q2 2024.
183 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.