L.K. Benson & Company’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

L.K. Benson & Company’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	$7.24M	Buy	293,466 +4,542	+2%	+$112K	2.18%	8
2026 Q1	$7.2M	Buy	288,924 +63,729	+28%	+$1.6M	2.38%	6
2025 Q4	$5.65M	Buy	225,195 +66,928	+42%	+$1.68M	2.83%	8
2025 Q3	$3.98M	Buy	158,267 +33,826	+27%	+$845K	2.14%	11
2025 Q2	$3.11M	Buy	124,441 +26,306	+27%	+$652K	1.91%	11
2025 Q1	$2.44M	Buy	98,135 +37,467	+62%	+$917K	1.69%	12
2024 Q4	$1.47M	Buy	+60,668	New	+$1.49M	1.04%	22

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

L.K. Benson & Company's SCHR Position: Q2 2026 in Review

L.K. Benson & Company increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 1.6% in Q2 2026, buying an estimated $112K and bringing the position to 293,466 shares worth $7.24M. The position accounts for 2.18% of the portfolio, ranked #8.

L.K. Benson & Company first reported a position in SCHR in Q4 2024 and has held it in 7 quarters since. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

L.K. Benson & Company held 293,466 shares of Schwab Intermediately-Term US Treasury ETF worth $7.24M as of Q2 2026.
L.K. Benson & Company bought 4,542 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $112K.
Schwab Intermediately-Term US Treasury ETF made up 2.18% of L.K. Benson & Company's portfolio in Q2 2026, its #8 holding.
L.K. Benson & Company first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.