MGO One Seven’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

MGO One Seven’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	$1.11M	Buy	44,915 +15,789	+54%	+$390K	0.02%	680
2026 Q1	$726K	Buy	29,126 +5,214	+22%	+$131K	0.01%	776
2025 Q4	$600K	Buy	23,912 +6,638	+38%	+$167K	0.01%	817
2025 Q3	$434K	Sell	17,274 -1,357	-7%	-$33.9K	0.01%	866
2025 Q2	$466K	Buy	18,631 +3,273	+21%	+$81.1K	0.02%	752
2025 Q1	$382K	Sell	15,358 -1,185	-7%	-$29K	0.01%	723
2024 Q4	$402K	Sell	16,543 -89,777	-84%	-$2.21M	0.02%	716
2024 Q3	$2.69M	Buy	106,320 +93,338	+719%	+$2.33M	0.12%	202
2024 Q2	$317K	Buy	+12,982	New	+$314K	0.02%	747
2021 Q3	–	Sell	-7,572	Closed	-$215K	–	636
2021 Q2	$215K	Buy	+7,572	New	+$215K	0.03%	534
2019 Q1	–	Sell	-764	Closed	-$20K	–	1417
2018 Q4	$20K	Buy	+764	New	+$19.8K	0.01%	924

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

MGO One Seven's SCHR Position: Q2 2026 in Review

MGO One Seven increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 54% in Q2 2026, buying an estimated $390K and bringing the position to 44,915 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #680.

MGO One Seven first reported a position in SCHR in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.69M in Q3 2024. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

MGO One Seven held 44,915 shares of Schwab Intermediately-Term US Treasury ETF worth $1.11M as of Q2 2026.
MGO One Seven bought 15,789 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $390K.
Schwab Intermediately-Term US Treasury ETF made up 0.02% of MGO One Seven's portfolio in Q2 2026, its #680 holding.
MGO One Seven first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2018 and has held it in 11 quarters since.
MGO One Seven's Schwab Intermediately-Term US Treasury ETF position peaked at $2.69M in Q3 2024.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.