MG
SCHR

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

Mather 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 		$17.5K Sell
709
-141
-17% -$3.48K ﹤0.01% 1360
2026
Q1 		$21.2K Buy
+850
New +$21.3K ﹤0.01% 1264
2025
Q4 		– Sell
-470
Closed -$11.8K – 1466
2025
Q3 		$11.8K Buy
+470
New +$11.7K ﹤0.01% 1237
2025
Q2 		– Sell
-470
Closed -$11.7K – 1514
2025
Q1 		$11.7K Hold
470
– – ﹤0.01% 1212
2024
Q4 		$11.4K Hold
470
– – ﹤0.01% 1214
2024
Q3 		$11.9K Sell
470
-52
-10% -$1.3K ﹤0.01% 1149
2024
Q2 		$12.8K Buy
522
+50
+11% +$1.21K ﹤0.01% 1385
2024
Q1 		$11.7K Buy
+472
New +$11.6K ﹤0.01% 1162
2019
Q4 		– Sell
-44,866
Closed -$1.25M – 175
2019
Q3 		$1.25M Buy
+44,866
New +$1.24M 0.09% 49

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

Mather Group's SCHR Position: Q2 2026 in Review

Mather Group reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 17% in Q2 2026, selling an estimated $3.48K and leaving 709 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Mather Group first reported a position in SCHR in Q3 2019 and has held it in 9 quarters since. The position peaked at $1.25M in Q3 2019. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Mather Group held 709 shares of Schwab Intermediately-Term US Treasury ETF worth $17.5K as of Q2 2026.
  • Mather Group sold 141 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $3.48K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1360 holding.
  • Mather Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2019 and has held it in 9 quarters since.
  • Mather Group's Schwab Intermediately-Term US Treasury ETF position peaked at $1.25M in Q3 2019.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.