MG
SCHR

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

MilWealth 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 		$1.91M Hold
77,302
– – 0.41% 15
2026
Q1 		$1.93M Hold
77,302
– – 0.46% 15
2025
Q4 		$1.94M Hold
77,302
– – 0.46% 15
2025
Q3 		$1.94M Hold
77,302
– – 0.47% 15
2025
Q2 		$1.93M Sell
77,302
-2,271
-3% -$56.3K 0.5% 15
2025
Q1 		$1.98M Sell
79,573
-3,311
-4% -$81.1K 0.54% 14
2024
Q4 		$2.01M Buy
82,884
+3,310
+4% +$81.4K 0.55% 14
2024
Q3 		$2.01M Hold
79,574
– – 0.59% 15
2024
Q2 		$1.94M Buy
79,574
+2
+0% +$48 0.61% 15
2024
Q1 		$1.95M Hold
79,572
– – 0.62% 15
2023
Q4 		$1.98M Buy
79,572
+76,644
+2,618% +$1.85M 0.66% 14
2023
Q3 		$70.2K Buy
2,928
+122
+4% +$2.97K 0.03% 33
2023
Q2 		$69.1K Hold
2,806
– – 0.03% 30
2023
Q1 		$70.8K Hold
2,806
– – 0.03% 31
2022
Q4 		$69.1K Buy
2,806
+1,886
+205% +$46.4K 0.03% 31
2022
Q3 		$22.6K Sell
920
-6,798
-88% -$174K 0.01% 42
2022
Q2 		$199K Sell
7,718
-23,190
-75% -$600K 0.09% 23
2022
Q1 		$823K Sell
30,908
-160,714
-84% -$4.39M 0.31% 17
2021
Q4 		$5.38M Buy
+191,622
New +$5.39M 1.99% 11

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

MilWealth Group's SCHR Position: Q2 2026 in Review

MilWealth Group held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 77,302 shares worth $1.91M. The position accounts for 0.41% of the portfolio, ranked #15.

MilWealth Group first reported a position in SCHR in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.38M in Q4 2021. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • MilWealth Group held 77,302 shares of Schwab Intermediately-Term US Treasury ETF worth $1.91M as of Q2 2026.
  • MilWealth Group left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.41% of MilWealth Group's portfolio in Q2 2026, its #15 holding.
  • MilWealth Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and has held it in 19 quarters since.
  • MilWealth Group's Schwab Intermediately-Term US Treasury ETF position peaked at $5.38M in Q4 2021.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.