KG
SCHR

Kilter Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Kilter Group’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 		$213K Buy
8,650
+8,603
+18,304% +$213K 0.08% 61
2026
Q1 		$1.17K Hold
47
– – ﹤0.01% 1185
2025
Q4 		$1.18K Hold
47
– – ﹤0.01% 1011
2025
Q3 		$1.18K Buy
47
+4
+9% +$100 ﹤0.01% 834
2025
Q2 		$1.08K Buy
+43
New +$1.06K ﹤0.01% 806

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

Kilter Group's SCHR Position: Q2 2026 in Review

Kilter Group increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 18,304% in Q2 2026, buying an estimated $213K and bringing the position to 8,650 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #61.

Kilter Group first reported a position in SCHR in Q2 2025 and has held it in 5 quarters since. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Kilter Group held 8,650 shares of Schwab Intermediately-Term US Treasury ETF worth $213K as of Q2 2026.
  • Kilter Group bought 8,603 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $213K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.08% of Kilter Group's portfolio in Q2 2026, its #61 holding.
  • Kilter Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.