LWM
SCHR

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

LongView 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 		$333K Buy
13,520
+4,700
+53% +$116K 0.09% 163
2026
Q1 		$220K Buy
+8,820
New +$221K 0.06% 235

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
DC
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
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

LongView Wealth Management's SCHR Position: Q2 2026 in Review

LongView Wealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 53% in Q2 2026, buying an estimated $116K and bringing the position to 13,520 shares worth $333K. The position accounts for 0.09% of the portfolio, ranked #163.

LongView Wealth Management first reported a position in SCHR in Q1 2026 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • LongView Wealth Management held 13,520 shares of Schwab Intermediately-Term US Treasury ETF worth $333K as of Q2 2026.
  • LongView Wealth Management bought 4,700 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $116K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.09% of LongView Wealth Management's portfolio in Q2 2026, its #163 holding.
  • LongView Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.