MWM
SCHR

Modern Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Modern Wealth Management’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 		$225K Buy
9,131
+498
+6% +$12.3K ﹤0.01% 995
2026
Q1 		$214K Sell
8,633
-2,656
-24% -$66.6K ﹤0.01% 816
2025
Q4 		$283K Buy
11,289
+620
+6% +$15.6K 0.01% 700
2025
Q3 		$268K Sell
10,669
-222
-2% -$5.55K 0.01% 678
2025
Q2 		$273K Sell
10,891
-496
-4% -$12.3K 0.01% 636
2025
Q1 		$283K Buy
+11,387
New +$279K 0.01% 545

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

Modern Wealth Management's SCHR Position: Q2 2026 in Review

Modern Wealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 5.8% in Q2 2026, buying an estimated $12.3K and bringing the position to 9,131 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Modern Wealth Management first reported a position in SCHR in Q1 2025 and has held it in 6 quarters since. The position peaked at $283K in Q4 2025. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Modern Wealth Management held 9,131 shares of Schwab Intermediately-Term US Treasury ETF worth $225K as of Q2 2026.
  • Modern Wealth Management bought 498 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $12.3K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #995 holding.
  • Modern Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Modern Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $283K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.