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Laurel Oak Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Laurel Oak Wealth 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 		$202K Sell
8,192
-78
-0.9% -$1.93K 0.03% 365
2026
Q1 		$206K Buy
8,270
+2
+0% +$50 0.03% 339
2025
Q4 		$207K Buy
+8,268
New +$208K 0.03% 341

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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
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

Laurel Oak Wealth Management's SCHR Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.94% in Q2 2026, selling an estimated $1.93K and leaving 8,192 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #365.

Laurel Oak Wealth Management first reported a position in SCHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $207K in Q4 2025. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Laurel Oak Wealth Management held 8,192 shares of Schwab Intermediately-Term US Treasury ETF worth $202K as of Q2 2026.
  • Laurel Oak Wealth Management sold 78 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $1.93K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.03% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #365 holding.
  • Laurel Oak Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $207K in Q4 2025.
  • 507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.