LW
SCHR

Libra Wealth’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Libra Wealth’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 		$4.78M Sell
193,674
-8,369
-4% -$207K 1.22% 16
2026
Q1 		$5.03M Hold
202,043
– – 1.42% 16
2025
Q4 		$5.07M Sell
202,043
-200
-0.1% -$5.03K 1.42% 16
2025
Q3 		$5.08M Sell
202,243
-200
-0.1% -$5K 1.53% 16
2025
Q2 		$5.07M Sell
202,443
-9,674
-5% -$240K 1.66% 16
2025
Q1 		$5.27M Sell
212,117
-36,377
-15% -$891K 1.98% 13
2024
Q4 		$6.04M Sell
248,494
-200
-0.1% -$4.92K 2.35% 12
2024
Q3 		$6.29M Hold
248,694
– – 2.51% 12
2024
Q2 		$6.06M Sell
248,694
-2,176
-0.9% -$52.7K 2.63% 10
2024
Q1 		$6.15M Sell
250,870
-788
-0.3% -$19.4K 2.7% 8
2023
Q4 		$6.26M Buy
251,658
+19,874
+9% +$480K 3.11% 7
2023
Q3 		$5.56M Sell
231,784
-261,472
-53% -$6.36M 3.08% 7
2023
Q2 		$12.2M Sell
493,256
-50,178
-9% -$1.26M 6.64% 6
2023
Q1 		$13.7M Buy
543,434
+2,546
+0.5% +$63.5K 7.94% 4
2022
Q4 		$13.3M Buy
540,888
+4,528
+0.8% +$111K 0.36% 9
2022
Q3 		$13.2M Sell
536,360
-89,678
-14% -$2.29M 8.48% 3
2022
Q2 		$16.2M Buy
+626,038
New +$16.2M 11.56% 3

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

Libra Wealth's SCHR Position: Q2 2026 in Review

Libra Wealth reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4.1% in Q2 2026, selling an estimated $207K and leaving 193,674 shares worth $4.78M. The position accounts for 1.22% of the portfolio, ranked #16.

Libra Wealth first reported a position in SCHR in Q2 2022 and has held it in 17 quarters since. The position peaked at $16.2M in Q2 2022. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Libra Wealth held 193,674 shares of Schwab Intermediately-Term US Treasury ETF worth $4.78M as of Q2 2026.
  • Libra Wealth sold 8,369 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $207K.
  • Schwab Intermediately-Term US Treasury ETF made up 1.22% of Libra Wealth's portfolio in Q2 2026, its #16 holding.
  • Libra Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2022 and has held it in 17 quarters since.
  • Libra Wealth's Schwab Intermediately-Term US Treasury ETF position peaked at $16.2M in Q2 2022.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Libra Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.