NFSG
SCHR

Newbridge Financial Services Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Newbridge Financial Services 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 		– Sell
-500
Closed -$12.5K – 1275
2026
Q1 		$12.5K Buy
+500
New +$12.5K ﹤0.01% 754
2021
Q2 		– Sell
-52
Closed -$1K – 1504
2021
Q1 		$1K Hold
52
– – ﹤0.01% 1320
2020
Q4 		$2K Hold
52
– – ﹤0.01% 980
2020
Q3 		$2K Buy
+52
New +$1.53K ﹤0.01% 931

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

Newbridge Financial Services Group's SCHR Position: Q2 2026 in Review

Newbridge Financial Services Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 500 shares — an estimated $12.5K sold.

Newbridge Financial Services Group first reported a position in SCHR in Q3 2020 and held it in 4 quarters. The position peaked at $12.5K in Q1 2026. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Newbridge Financial Services Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 500 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $12.5K.
  • Newbridge Financial Services Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2020 and held it in 4 quarters.
  • Newbridge Financial Services Group's Schwab Intermediately-Term US Treasury ETF position peaked at $12.5K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.