JWCA
SCHR

J.W. Cole Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

J.W. Cole 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 		$314K Buy
+12,748
New +$315K 0.01% 1247
2026
Q1 		– Sell
-11,843
Closed -$162K – 1360
2025
Q4 		$162K Sell
11,843
-3
-0% -$75 ﹤0.01% 1329
2025
Q3 		$298K Buy
11,846
+168
+1% +$4.2K 0.01% 1217
2025
Q2 		$292K Buy
+11,678
New +$289K 0.01% 1158

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.W. Cole Advisors's SCHR Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 12,748 shares worth $314K. The stake represents 0.01% of the portfolio and ranks #1247 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SCHR as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SCHR in Q2 2025 and has held it in 4 quarters since. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • J.W. Cole Advisors held 12,748 shares of Schwab Intermediately-Term US Treasury ETF worth $314K as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1247 holding.
  • J.W. Cole Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.