KSB
SCHR

Kennebec Savings Bank’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Kennebec Savings Bank’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 		– Sell
-223
Closed -$5.55K – 288
2026
Q1 		$5.55K Sell
223
-771
-78% -$19.3K 0.01% 213
2025
Q4 		$24.9K Sell
994
-40
-4% -$1.01K 0.02% 175
2025
Q3 		$26K Buy
1,034
+7
+0.7% +$175 0.02% 182
2025
Q2 		$25.7K Sell
1,027
-14
-1% -$347 0.03% 178
2025
Q1 		$25.9K Buy
1,041
+47
+5% +$1.15K 0.03% 175
2024
Q4 		$23.9K Hold
994
– – 0.02% 181
2024
Q3 		$25.1K Buy
+994
New +$24.8K 0.02% 190

Other funds holding SCHR

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
DC
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
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Kennebec Savings Bank's SCHR Position: Q2 2026 in Review

Kennebec Savings Bank sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 223 shares — an estimated $5.55K sold.

Kennebec Savings Bank first reported a position in SCHR in Q3 2024 and held it in 7 quarters. The position peaked at $26K in Q3 2025. 101 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Kennebec Savings Bank reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Kennebec Savings Bank sold 223 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $5.55K.
  • Kennebec Savings Bank first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2024 and held it in 7 quarters.
  • Kennebec Savings Bank's Schwab Intermediately-Term US Treasury ETF position peaked at $26K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.