MPPHD
SCHR

Maloon Powers Pitre Higgins & Dennehy’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Maloon Powers Pitre Higgins & Dennehy’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 		$211K Buy
+8,537
New +$211K 0.07% 142

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

Maloon Powers Pitre Higgins & Dennehy's SCHR Position: Q2 2026 in Review

Maloon Powers Pitre Higgins & Dennehy opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 8,537 shares worth $211K. The stake represents 0.07% of the portfolio and ranks #142 among its holdings.

502 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Maloon Powers Pitre Higgins & Dennehy held 8,537 shares of Schwab Intermediately-Term US Treasury ETF worth $211K as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Maloon Powers Pitre Higgins & Dennehy position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.07% of Maloon Powers Pitre Higgins & Dennehy's portfolio in Q2 2026, its #142 holding.
  • 502 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Maloon Powers Pitre Higgins & Dennehy's 13F filing for Q2 2026, filed 14 Aug 2026.