Milestone Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Milestone Investment Advisors’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	$232K	Sell	9,421 -101	-1%	-$2.5K	0.05%	84
2026 Q1	$237K	Buy	9,522 +5,182	+119%	+$130K	0.06%	83
2025 Q4	$109K	Sell	4,340 -3,529	-45%	-$88.8K	0.03%	98
2025 Q3	$198K	Sell	7,869 -1,041	-12%	-$26K	0.05%	81
2025 Q2	$223K	Hold	8,910	–	–	0.06%	79
2025 Q1	$222K	Hold	8,910	–	–	0.06%	76
2024 Q4	$216K	Hold	8,910	–	–	0.06%	78
2024 Q3	$225K	Hold	8,910	–	–	0.06%	77
2024 Q2	$217K	Sell	8,910 -8,288	-48%	-$201K	0.06%	74
2024 Q1	$422K	Sell	17,198 -12,768	-43%	-$314K	0.11%	57
2023 Q4	$745K	Buy	29,966 +944	+3%	+$22.8K	0.22%	49
2023 Q3	$696K	Sell	29,022 -344	-1%	-$8.37K	0.2%	52
2023 Q2	$724K	Buy	29,366 +9,932	+51%	+$249K	0.22%	47
2023 Q1	$490K	Buy	+19,434	New	+$484K	0.15%	58

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

Milestone Investment Advisors's SCHR Position: Q2 2026 in Review

Milestone Investment Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 1.1% in Q2 2026, selling an estimated $2.5K and leaving 9,421 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #84.

Milestone Investment Advisors first reported a position in SCHR in Q1 2023 and has held it in 14 quarters since. The position peaked at $745K in Q4 2023. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Milestone Investment Advisors held 9,421 shares of Schwab Intermediately-Term US Treasury ETF worth $232K as of Q2 2026.
Milestone Investment Advisors sold 101 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $2.5K.
Schwab Intermediately-Term US Treasury ETF made up 0.05% of Milestone Investment Advisors's portfolio in Q2 2026, its #84 holding.
Milestone Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Milestone Investment Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $745K in Q4 2023.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.