MKA
SCHR

M. Kulyk & Associates’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

M. Kulyk & Associates’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 		$485K Sell
19,663
-7,896
-29% -$195K 0.08% 75
2026
Q1 		$686K Buy
27,559
+5,859
+27% +$147K 0.13% 64
2025
Q4 		$544K Buy
21,700
+11,549
+114% +$291K 0.1% 65
2025
Q3 		$255K Sell
10,151
-1,774
-15% -$44.3K 0.05% 87
2025
Q2 		$298K Buy
+11,925
New +$295K 0.06% 83

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

M. Kulyk & Associates's SCHR Position: Q2 2026 in Review

M. Kulyk & Associates reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 29% in Q2 2026, selling an estimated $195K and leaving 19,663 shares worth $485K. The position accounts for 0.08% of the portfolio, ranked #75.

M. Kulyk & Associates first reported a position in SCHR in Q2 2025 and has held it in 5 quarters since. The position peaked at $686K in Q1 2026. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • M. Kulyk & Associates held 19,663 shares of Schwab Intermediately-Term US Treasury ETF worth $485K as of Q2 2026.
  • M. Kulyk & Associates sold 7,896 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $195K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.08% of M. Kulyk & Associates's portfolio in Q2 2026, its #75 holding.
  • M. Kulyk & Associates first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • M. Kulyk & Associates's Schwab Intermediately-Term US Treasury ETF position peaked at $686K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.