Morris Financial Concepts’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Morris Financial Concepts’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	$1.43K	Hold	58	–	–	﹤0.01%	202
2026 Q1	$1.45K	Hold	58	–	–	﹤0.01%	193
2025 Q4	$1.46K	Hold	58	–	–	﹤0.01%	191
2025 Q3	$1.46K	Hold	58	–	–	﹤0.01%	194
2025 Q2	$1.45K	Hold	58	–	–	﹤0.01%	193
2025 Q1	$1.44K	Hold	58	–	–	﹤0.01%	195
2024 Q4	$1.41K	Hold	58	–	–	﹤0.01%	180
2024 Q3	$1.47K	Hold	58	–	–	﹤0.01%	188
2024 Q2	$1.41K	Hold	58	–	–	﹤0.01%	157
2024 Q1	$1.42K	Hold	58	–	–	﹤0.01%	159
2023 Q4	$1.44K	Hold	58	–	–	﹤0.01%	157
2023 Q3	$1.39K	Hold	58	–	–	﹤0.01%	147
2023 Q2	$1.43K	Hold	58	–	–	﹤0.01%	149
2023 Q1	$1.46K	Hold	58	–	–	﹤0.01%	142
2022 Q4	$1.43K	Hold	58	–	–	﹤0.01%	133
2022 Q3	$1K	Hold	58	–	–	﹤0.01%	115
2022 Q2	$1K	Hold	58	–	–	﹤0.01%	123
2022 Q1	$2K	Hold	58	–	–	﹤0.01%	113
2021 Q4	$2K	Buy	+58	New	+$1.63K	﹤0.01%	101

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

Morris Financial Concepts's SCHR Position: Q2 2026 in Review

Morris Financial Concepts held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 58 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Morris Financial Concepts first reported a position in SCHR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2K in Q1 2022. 506 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Morris Financial Concepts held 58 shares of Schwab Intermediately-Term US Treasury ETF worth $1.43K as of Q2 2026.
Morris Financial Concepts left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #202 holding.
Morris Financial Concepts first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and has held it in 19 quarters since.
Morris Financial Concepts's Schwab Intermediately-Term US Treasury ETF position peaked at $2K in Q1 2022.
506 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.