NHC
SCHR

Nicholas Hoffman & Company’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Nicholas Hoffman & Company’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
-8,336
Closed -$208K – 349
2026
Q1 		$208K Buy
+8,336
New +$209K ﹤0.01% 315

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JP Morgan Chase
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AllianceBernstein
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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

Nicholas Hoffman & Company's SCHR Position: Q2 2026 in Review

Nicholas Hoffman & Company sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 8,336 shares — an estimated $208K sold.

Nicholas Hoffman & Company first reported a position in SCHR in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Nicholas Hoffman & Company reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Nicholas Hoffman & Company sold 8,336 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $208K.
  • Nicholas Hoffman & Company first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Nicholas Hoffman & Company's Schwab Intermediately-Term US Treasury ETF position peaked at $208K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.