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John W. Brooker & Co’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

John W. Brooker & 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 		$241K Buy
+9,772
New +$242K 0.29% 66
2025
Q4 		– Sell
-8,970
Closed -$225K – 60
2025
Q3 		$225K Buy
+8,970
New +$224K 0.46% 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 22.9% 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
Exchange Traded Concepts
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

John W. Brooker & Co's SCHR Position: Q2 2026 in Review

John W. Brooker & Co opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 9,772 shares worth $241K. The stake represents 0.29% of the portfolio and ranks #66 among its holdings. This is a return to the name: John W. Brooker & Co previously reported a position in SCHR as recently as Q3 2025.

John W. Brooker & Co first reported a position in SCHR in Q3 2025 and has held it in 2 quarters since. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • John W. Brooker & Co held 9,772 shares of Schwab Intermediately-Term US Treasury ETF worth $241K as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new John W. Brooker & Co position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.29% of John W. Brooker & Co's portfolio in Q2 2026, its #66 holding.
  • John W. Brooker & Co first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and has held it in 2 quarters since.
  • 507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on John W. Brooker & Co's 13F filing for Q2 2026, filed 20 Jul 2026.