Lloyd Advisory Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Lloyd Advisory Services’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	–	Sell	-80	Closed	-$2K	–	940
2026 Q1	$2K	Buy	+80	New	+$2K	﹤0.01%	659
2022 Q2	–	Sell	-14	Closed	–	–	461
2022 Q1	$0	Buy	+14	New	+$382	﹤0.01%	651

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Lloyd Advisory Services's SCHR Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 80 shares — an estimated $2K sold.

Lloyd Advisory Services first reported a position in SCHR in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2026. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Lloyd Advisory Services reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 80 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $2K.
Lloyd Advisory Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2022 and held it in 2 quarters.
Lloyd Advisory Services's Schwab Intermediately-Term US Treasury ETF position peaked at $2K in Q1 2026.
507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.