Main Street Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Main Street Group’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	$3.58K	Hold	145	–	–	﹤0.01%	688
2026 Q1	$3.61K	Buy	+145	New	+$3.63K	﹤0.01%	683
2025 Q4	–	Sell	-242	Closed	-$6.08K	–	500
2025 Q3	$6.08K	Hold	242	–	–	﹤0.01%	586
2025 Q2	$6.06K	Sell	242 -125	-34%	-$3.1K	﹤0.01%	555
2025 Q1	$9.1K	Hold	367	–	–	﹤0.01%	508
2024 Q4	$8.89K	Buy	367 +1	+0.3%	+$25	﹤0.01%	504
2024 Q3	$9.26K	Sell	366 -2	-0.5%	-$50	﹤0.01%	507
2024 Q2	$8.86K	Sell	368 -102	-22%	-$2.47K	﹤0.01%	539
2024 Q1	$11.4K	Hold	470	–	–	0.01%	515
2023 Q4	$11.7K	Buy	+470	New	+$11.4K	﹤0.01%	759

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Main Street Group's SCHR Position: Q2 2026 in Review

Main Street Group held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 145 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Main Street Group first reported a position in SCHR in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.7K in Q4 2023. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Main Street Group held 145 shares of Schwab Intermediately-Term US Treasury ETF worth $3.58K as of Q2 2026.
Main Street Group left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Main Street Group's portfolio in Q2 2026, its #688 holding.
Main Street Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Main Street Group's Schwab Intermediately-Term US Treasury ETF position peaked at $11.7K in Q4 2023.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.