JESC
SCHR

J.E. Simmons & Co’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

J.E. Simmons & Co’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 		$393K Hold
15,933
– – 0.22% 45
2026
Q1 		$397K Sell
15,933
-1,140
-7% -$28.6K 0.27% 43
2025
Q4 		$428K Buy
+17,073
New +$430K 0.28% 40

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

J.E. Simmons & Co's SCHR Position: Q2 2026 in Review

J.E. Simmons & Co held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 15,933 shares worth $393K. The position accounts for 0.22% of the portfolio, ranked #45.

J.E. Simmons & Co first reported a position in SCHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $428K in Q4 2025. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • J.E. Simmons & Co held 15,933 shares of Schwab Intermediately-Term US Treasury ETF worth $393K as of Q2 2026.
  • J.E. Simmons & Co left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.22% of J.E. Simmons & Co's portfolio in Q2 2026, its #45 holding.
  • J.E. Simmons & Co first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • J.E. Simmons & Co's Schwab Intermediately-Term US Treasury ETF position peaked at $428K in Q4 2025.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.