OPWM
SCHR

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

Oakwell Private 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 		$10.9M Buy
441,905
+8,699
+2% +$215K 1.81% 10
2026
Q1 		$10.8M Buy
433,206
+17,218
+4% +$432K 1.93% 9
2025
Q4 		$10.4M Buy
415,988
+40,061
+11% +$1.01M 1.95% 10
2025
Q3 		$9.45M Buy
375,927
+26,933
+8% +$673K 1.9% 9
2025
Q2 		$8.74M Buy
348,994
+30,598
+10% +$758K 2.01% 9
2025
Q1 		$7.92M Buy
318,396
+22,370
+8% +$548K 2.19% 9
2024
Q4 		$7.19M Buy
296,026
+40,666
+16% +$1M 2.02% 12
2024
Q3 		$6.46M Sell
255,360
-54,056
-17% -$1.35M 1.86% 12
2024
Q2 		$7.55M Buy
309,416
+29,514
+11% +$715K 2.13% 10
2024
Q1 		$6.86M Buy
279,902
+35,634
+15% +$876K 2.09% 12
2023
Q4 		$6.07M Buy
244,268
+17,738
+8% +$429K 2.12% 12
2023
Q3 		$5.43M Sell
226,530
-2,596
-1% -$63.2K 2.3% 11
2023
Q2 		$5.65M Buy
229,126
+7,160
+3% +$179K 2.36% 10
2023
Q1 		$5.6M Buy
221,966
+2,780
+1% +$69.3K 2.55% 12
2022
Q4 		$5.4M Buy
219,186
+1,822
+0.8% +$44.8K 2.58% 11
2022
Q3 		$5.34M Sell
217,364
-4,458
-2% -$114K 2.96% 10
2022
Q2 		$5.72M Sell
221,822
-7,912
-3% -$205K 3.26% 8
2022
Q1 		$6.12M Sell
229,734
-2,714
-1% -$74.1K 3.08% 9
2021
Q4 		$6.53M Buy
232,448
+440
+0.2% +$12.4K 3.25% 9
2021
Q3 		$6.58M Buy
232,008
+30,480
+15% +$872K 3.56% 6
2021
Q2 		$5.73M Buy
201,528
+27,274
+16% +$774K 3.68% 7
2021
Q1 		$4.92M Buy
174,254
+19,728
+13% +$566K 3.48% 9
2020
Q4 		$4.5M Buy
+154,526
New +$4.5M 3.54% 8

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

Oakwell Private Wealth Management's SCHR Position: Q2 2026 in Review

Oakwell Private Wealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 2% in Q2 2026, buying an estimated $215K and bringing the position to 441,905 shares worth $10.9M. The position accounts for 1.81% of the portfolio, ranked #10.

Oakwell Private Wealth Management first reported a position in SCHR in Q4 2020 and has held it in 23 quarters since. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Oakwell Private Wealth Management held 441,905 shares of Schwab Intermediately-Term US Treasury ETF worth $10.9M as of Q2 2026.
  • Oakwell Private Wealth Management bought 8,699 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $215K.
  • Schwab Intermediately-Term US Treasury ETF made up 1.81% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Oakwell Private Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and has held it in 23 quarters since.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.