MPWT
SCHR

MassMutual Private Wealth & Trust’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

MassMutual Private Wealth & Trust’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 		$77.4K Sell
3,137
-449,947
-99% -$11.1M ﹤0.01% 645
2026
Q1 		$11.3M Sell
453,084
-269,462
-37% -$6.75M 0.31% 76
2025
Q4 		$18.1M Buy
722,546
+4,474
+0.6% +$113K 0.47% 55
2025
Q3 		$18M Buy
718,072
+13,310
+2% +$333K 0.46% 58
2025
Q2 		$17.6M Sell
704,762
-6,012
-0.8% -$149K 0.47% 56
2025
Q1 		$17.7M Buy
710,774
+12,655
+2% +$310K 0.51% 51
2024
Q4 		$17M Buy
698,119
+73,809
+12% +$1.82M 0.48% 55
2024
Q3 		$15.8M Buy
624,310
+347,598
+126% +$8.69M 0.45% 59
2024
Q2 		$6.75M Buy
276,712
+217,360
+366% +$5.26M 0.2% 109
2024
Q1 		$1.46M Sell
59,352
-599,276
-91% -$14.7M 0.05% 213
2023
Q4 		$16.4M Sell
658,628
-60,672
-8% -$1.47M 0.55% 53
2023
Q3 		$17.2M Buy
719,300
+294,204
+69% +$7.16M 0.64% 41
2023
Q2 		$10.5M Buy
425,096
+32,520
+8% +$815K 0.38% 72
2023
Q1 		$9.9M Buy
+392,576
New +$9.78M 0.38% 72
2022
Q4 		– Sell
-750
Closed -$18K – 1832
2022
Q3 		$18K Hold
750
– – ﹤0.01% 605
2022
Q2 		$19K Sell
750
-840
-53% -$21.7K ﹤0.01% 584
2022
Q1 		$42K Hold
1,590
– – ﹤0.01% 488
2021
Q4 		$45K Hold
1,590
– – ﹤0.01% 495
2021
Q3 		$45K Hold
1,590
– – ﹤0.01% 497
2021
Q2 		$45K Hold
1,590
– – ﹤0.01% 490
2021
Q1 		$45K Hold
1,590
– – ﹤0.01% 443
2020
Q4 		$46K Sell
1,590
-1,830
-54% -$53.3K ﹤0.01% 452
2020
Q3 		$100K Hold
3,420
– – 0.01% 372
2020
Q2 		$101K Sell
3,420
-890
-21% -$26.1K 0.01% 365
2020
Q1 		$127K Sell
4,310
-31,270
-88% -$883K 0.01% 327
2019
Q4 		$977K Buy
35,580
+1,800
+5% +$49.7K 0.06% 207
2019
Q3 		$938K Buy
33,780
+4,120
+14% +$114K 0.06% 209
2019
Q2 		$815K Buy
29,660
+640
+2% +$17.3K 0.06% 218
2019
Q1 		$780K Buy
29,020
+6,170
+27% +$164K 0.06% 219
2018
Q4 		$605K Buy
+22,850
New +$593K 0.05% 218
2018
Q1 		– Sell
-16,638
Closed -$444K – 1075
2017
Q4 		$444K Buy
+16,638
New +$446K 0.04% 249

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
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 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

MassMutual Private Wealth & Trust's SCHR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 99% in Q2 2026, selling an estimated $11.1M and leaving 3,137 shares worth $77.4K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

MassMutual Private Wealth & Trust first reported a position in SCHR in Q4 2017 and has held it in 31 quarters since. The position peaked at $18.1M in Q4 2025. 221 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 3,137 shares of Schwab Intermediately-Term US Treasury ETF worth $77.4K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 449,947 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $11.1M.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #645 holding.
  • MassMutual Private Wealth & Trust first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2017 and has held it in 31 quarters since.
  • MassMutual Private Wealth & Trust's Schwab Intermediately-Term US Treasury ETF position peaked at $18.1M in Q4 2025.
  • 221 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.