MWM
SCHR

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

Mosley 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 		$6.71K Buy
+272
New +$6.72K ﹤0.01% 409

Other funds holding SCHR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 272 shares worth $6.71K. The stake represents ﹤0.01% of the portfolio and ranks #409 among its holdings.

314 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Mosley Wealth Management held 272 shares of Schwab Intermediately-Term US Treasury ETF worth $6.71K as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Mosley Wealth Management position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #409 holding.
  • 314 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.