MFGM
SCHR

Marshall Financial Group (Maryland)’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Marshall Financial Group (Maryland)’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
-630,313
Closed -$15.7M – 334
2026
Q1 		$15.7M Sell
630,313
-4,068
-0.6% -$102K 2.51% 9
2025
Q4 		$15.9M Buy
634,381
+36,267
+6% +$913K 3.09% 6
2025
Q3 		$15M Buy
598,114
+15,660
+3% +$391K 2.93% 6
2025
Q2 		$14.4M Sell
582,454
-8,351
-1% -$207K 2.83% 7
2025
Q1 		$14.7M Buy
590,805
+6,241
+1% +$153K 3.21% 7
2024
Q4 		$14.2M Buy
584,564
+25,954
+5% +$639K 3.44% 6
2024
Q3 		$14.1M Buy
558,610
+4,572
+0.8% +$114K 3.38% 6
2024
Q2 		$13.5M Buy
554,038
+24,000
+5% +$581K 3.78% 5
2024
Q1 		$13M Buy
530,038
+72,782
+16% +$1.79M 3.74% 4
2023
Q4 		$11.4M Buy
457,256
+19,330
+4% +$467K 3.66% 3
2023
Q3 		$10.5M Sell
437,926
-1,330
-0.3% -$32.4K 3.78% 3
2023
Q2 		$10.8M Buy
439,256
+45,240
+11% +$1.13M 3.69% 3
2023
Q1 		$9.94M Buy
394,016
+137,358
+54% +$3.42M 3.56% 4
2022
Q4 		$6.32M Buy
+256,658
New +$6.32M 2.45% 6
2022
Q1 		– Sell
-301,668
Closed -$8.47M – 216
2021
Q4 		$8.47M Buy
301,668
+105,450
+54% +$2.97M 3.12% 4
2021
Q3 		$5.56M Buy
196,218
+25,444
+15% +$728K 2.88% 6
2021
Q2 		$4.86M Buy
170,774
+34,170
+25% +$970K 2.62% 6
2021
Q1 		$3.85M Buy
136,604
+4,860
+4% +$139K 2.3% 7
2020
Q4 		$3.83M Buy
+131,744
New +$3.84M 2.5% 6

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

Marshall Financial Group (Maryland)'s SCHR Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 630,313 shares — an estimated $15.7M sold.

Marshall Financial Group (Maryland) first reported a position in SCHR in Q4 2020 and held it in 19 quarters. The position peaked at $15.9M in Q4 2025. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 630,313 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $15.7M.
  • Marshall Financial Group (Maryland) first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and held it in 19 quarters.
  • Marshall Financial Group (Maryland)'s Schwab Intermediately-Term US Treasury ETF position peaked at $15.9M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.