L2 Asset Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

L2 Asset Management’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	$313K	Buy	12,703 +124	+1%	+$3.06K	0.03%	340
2026 Q1	$313K	Buy	12,579 +37	+0.3%	+$927	0.03%	309
2025 Q4	$315K	Hold	12,542	–	–	0.04%	286
2025 Q3	$315K	Sell	12,542 -865	-6%	-$21.6K	0.05%	282
2025 Q2	$336K	Buy	13,407 +865	+7%	+$21.4K	0.05%	260
2025 Q1	$312K	Hold	12,542	–	–	0.06%	209
2024 Q4	$305K	Buy	+12,542	New	+$309K	0.07%	184

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

L2 Asset Management's SCHR Position: Q2 2026 in Review

L2 Asset Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.99% in Q2 2026, buying an estimated $3.06K and bringing the position to 12,703 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #340.

L2 Asset Management first reported a position in SCHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $336K in Q2 2025. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

L2 Asset Management held 12,703 shares of Schwab Intermediately-Term US Treasury ETF worth $313K as of Q2 2026.
L2 Asset Management bought 124 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $3.06K.
Schwab Intermediately-Term US Treasury ETF made up 0.03% of L2 Asset Management's portfolio in Q2 2026, its #340 holding.
L2 Asset Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
L2 Asset Management's Schwab Intermediately-Term US Treasury ETF position peaked at $336K in Q2 2025.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.