Lederer & Associates Investment Counsel’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Lederer & Associates Investment Counsel’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	$351K	Sell	14,225 -303	-2%	-$7.49K	0.23%	81
2026 Q1	$362K	Buy	14,528 +135	+0.9%	+$3.38K	0.26%	77
2025 Q4	$361K	Buy	14,393 +241	+2%	+$6.07K	0.24%	79
2025 Q3	$356K	Sell	14,152 -4,282	-23%	-$107K	0.23%	79
2025 Q2	$461K	Buy	18,434 +26	+0.1%	+$644	0.31%	75
2025 Q1	$458K	Buy	18,408 +29	+0.2%	+$710	0.34%	70
2024 Q4	$446K	Sell	18,379 -197	-1%	-$4.85K	0.31%	73
2024 Q3	$470K	Buy	18,576 +506	+3%	+$12.6K	0.33%	72
2024 Q2	$441K	Sell	18,070 -394	-2%	-$9.54K	0.32%	73
2024 Q1	$453K	Buy	18,464 +732	+4%	+$18K	0.31%	75
2023 Q4	$441K	Sell	17,732 -2,606	-13%	-$63K	0.33%	73
2023 Q3	$488K	Sell	20,338 -4,488	-18%	-$109K	0.39%	70
2023 Q2	$612K	Sell	24,826 -4,464	-15%	-$112K	0.46%	67
2023 Q1	$739K	Sell	29,290 -540	-2%	-$13.5K	0.57%	61
2022 Q4	$734K	Buy	29,830 +406	+1%	+$9.99K	0.6%	61
2022 Q3	$723K	Sell	29,424 -4,508	-13%	-$115K	0.61%	62
2022 Q2	$875K	Sell	33,932 -2,530	-7%	-$65.4K	0.67%	60
2022 Q1	$971K	Sell	36,462 -2,560	-7%	-$69.9K	0.59%	61
2021 Q4	$1.09M	Buy	39,022 +2,398	+7%	+$67.5K	0.63%	56
2021 Q3	$1.04M	Sell	36,624 -1,276	-3%	-$36.5K	0.67%	54
2021 Q2	$1.08M	Sell	37,900 -4,792	-11%	-$136K	0.72%	49
2021 Q1	$1.2M	Buy	42,692 +8,768	+26%	+$252K	0.85%	47
2020 Q4	$988K	Buy	33,924 +12,804	+61%	+$373K	0.76%	49
2020 Q3	$620K	Buy	21,120 +608	+3%	+$17.9K	0.52%	55
2020 Q2	$603K	Buy	20,512 +854	+4%	+$25K	0.56%	54
2020 Q1	$578K	Buy	19,658 +312	+2%	+$8.81K	0.65%	52
2019 Q4	$531K	Buy	+19,346	New	+$535K	0.46%	59

Other funds holding SCHR

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

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

Lederer & Associates Investment Counsel's SCHR Position: Q2 2026 in Review

Lederer & Associates Investment Counsel reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 2.1% in Q2 2026, selling an estimated $7.49K and leaving 14,225 shares worth $351K. The position accounts for 0.23% of the portfolio, ranked #81.

Lederer & Associates Investment Counsel first reported a position in SCHR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.2M in Q1 2021. 199 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Lederer & Associates Investment Counsel held 14,225 shares of Schwab Intermediately-Term US Treasury ETF worth $351K as of Q2 2026.
Lederer & Associates Investment Counsel sold 303 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $7.49K.
Schwab Intermediately-Term US Treasury ETF made up 0.23% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #81 holding.
Lederer & Associates Investment Counsel first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and has held it in 27 quarters since.
Lederer & Associates Investment Counsel's Schwab Intermediately-Term US Treasury ETF position peaked at $1.2M in Q1 2021.
199 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.