Morton Brown Family Wealth’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Morton Brown Family Wealth’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	$18.8M	Buy	762,960 +61,254	+9%	+$1.51M	4.27%	7
2026 Q1	$17.5M	Buy	701,706 +26,372	+4%	+$661K	4.62%	7
2025 Q4	$16.9M	Buy	675,334 +91,143	+16%	+$2.29M	4.61%	7
2025 Q3	$14.7M	Buy	584,191 +34,707	+6%	+$867K	4.21%	7
2025 Q2	$13.8M	Buy	549,484 +52,336	+11%	+$1.3M	4.18%	7
2025 Q1	$12.4M	Buy	497,148 +35,435	+8%	+$868K	4.2%	7
2024 Q4	$11.2M	Buy	461,713 +25,073	+6%	+$617K	3.91%	8
2024 Q3	$11M	Buy	436,640 +32,698	+8%	+$817K	3.93%	8
2024 Q2	$9.95M	Buy	403,942 +27,492	+7%	+$666K	3.93%	8
2024 Q1	$9.23M	Buy	376,450 +8,690	+2%	+$214K	3.81%	9
2023 Q4	$9.14M	Buy	367,760 +19,706	+6%	+$476K	4.01%	8
2023 Q3	$8.34M	Buy	348,054 +17,714	+5%	+$431K	4.27%	8
2023 Q2	$8.14M	Buy	330,340 +25,866	+8%	+$648K	4.35%	7
2023 Q1	$7.68M	Buy	304,474 +29,794	+11%	+$743K	4.58%	8
2022 Q4	$6.76M	Sell	274,680 -9,926	-3%	-$244K	4.61%	8
2022 Q3	$6.99M	Sell	284,606 -4,728	-2%	-$121K	5.57%	6
2022 Q2	$7.46M	Sell	289,334 -2,400	-0.8%	-$62.1K	5.78%	5
2022 Q1	$7.77M	Buy	291,734 +10,704	+4%	+$292K	5.87%	5
2021 Q4	$7.89M	Buy	+281,030	New	+$7.91M	6.04%	5

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

Morton Brown Family Wealth's SCHR Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 8.7% in Q2 2026, buying an estimated $1.51M and bringing the position to 762,960 shares worth $18.8M. The position accounts for 4.27% of the portfolio, ranked #7.

Morton Brown Family Wealth first reported a position in SCHR in Q4 2021 and has held it in 19 quarters since. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Morton Brown Family Wealth held 762,960 shares of Schwab Intermediately-Term US Treasury ETF worth $18.8M as of Q2 2026.
Morton Brown Family Wealth bought 61,254 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $1.51M.
Schwab Intermediately-Term US Treasury ETF made up 4.27% of Morton Brown Family Wealth's portfolio in Q2 2026, its #7 holding.
Morton Brown Family Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and has held it in 19 quarters since.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.