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SCHR

NewEdge Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

NewEdge Advisors’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 		$893K Sell
36,201
-12,078
-25% -$299K ﹤0.01% 1737
2026
Q1 		$1.2M Sell
48,279
-13,642
-22% -$342K ﹤0.01% 1390
2025
Q4 		$1.55M Buy
61,921
+28,239
+84% +$711K 0.01% 1197
2025
Q3 		$846K Buy
33,682
+8,807
+35% +$220K ﹤0.01% 1493
2025
Q2 		$623K Buy
24,875
+6,147
+33% +$152K ﹤0.01% 1567
2025
Q1 		$466K Sell
18,728
-50,841
-73% -$1.24M ﹤0.01% 1623
2024
Q4 		$1.69M Sell
69,569
-46,181
-40% -$1.14M 0.01% 899
2024
Q3 		$2.93M Buy
115,750
+103,454
+841% +$2.59M 0.02% 654
2024
Q2 		$300K Buy
12,296
+10,618
+633% +$257K ﹤0.01% 1721
2024
Q1 		$41.2K Sell
1,678
-2,404
-59% -$59.1K ﹤0.01% 2377
2023
Q4 		$101K Buy
4,082
+3,914
+2,330% +$94.6K ﹤0.01% 1948
2023
Q3 		$4.03K Buy
168
+164
+4,100% +$3.99K ﹤0.01% 2874
2023
Q2 		$102 Sell
4
-490
-99% -$12.3K ﹤0.01% 3423
2023
Q1 		$12.5K Sell
494
-476
-49% -$11.9K ﹤0.01% 2503
2022
Q4 		$2.73K Buy
+970
New +$23.9K ﹤0.01% 2753

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

NewEdge Advisors's SCHR Position: Q2 2026 in Review

NewEdge Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 25% in Q2 2026, selling an estimated $299K and leaving 36,201 shares worth $893K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

NewEdge Advisors first reported a position in SCHR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.93M in Q3 2024. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • NewEdge Advisors held 36,201 shares of Schwab Intermediately-Term US Treasury ETF worth $893K as of Q2 2026.
  • NewEdge Advisors sold 12,078 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $299K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1737 holding.
  • NewEdge Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $2.93M in Q3 2024.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.