PA
SCHR

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

Parallel 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 		$36.9K Buy
+1,496
New +$37K ﹤0.01% 2323
2025
Q3 		– Sell
-70
Closed -$1.75K – 3672
2025
Q2 		$1.75K Sell
70
-300
-81% -$7.43K ﹤0.01% 3071
2025
Q1 		$9.2K Buy
370
+342
+1,221% +$8.37K ﹤0.01% 2465
2024
Q4 		$680 Buy
+28
New +$689 ﹤0.01% 3175
2023
Q4 		– Sell
-208
Closed -$5K – 3449
2023
Q3 		$5K Sell
208
-2,822
-93% -$68.7K ﹤0.01% 2501
2023
Q2 		$74.7K Hold
3,030
– – ﹤0.01% 1205
2023
Q1 		$76.4K Sell
3,030
-5,336
-64% -$133K ﹤0.01% 1176
2022
Q4 		$206K Buy
+8,366
New +$206K 0.01% 688
2022
Q3 		– Sell
-518
Closed -$13K – 3457
2022
Q2 		$13K Hold
518
– – ﹤0.01% 1880
2022
Q1 		$14K Buy
518
+514
+12,850% +$14K ﹤0.01% 1872
2021
Q4 		$0 Hold
4
– – ﹤0.01% 3270
2021
Q3 		$0 Hold
4
– – ﹤0.01% 3246
2021
Q2 		$0 Hold
4
– – ﹤0.01% 3048
2021
Q1 		$0 Buy
+4
New +$115 ﹤0.01% 2887
2019
Q3 		– Sell
-28
Closed -$1K – 2476
2019
Q2 		$1K Sell
28
-1,684
-98% -$45.5K ﹤0.01% 2236
2019
Q1 		$46K Hold
1,712
– – 0.01% 889
2018
Q4 		$45K Buy
1,712
+108
+7% +$2.8K 0.01% 786
2018
Q3 		$42K Buy
1,604
+28
+2% +$729 0.01% 882
2018
Q2 		$41K Hold
1,576
– – 0.01% 799
2018
Q1 		$41K Hold
1,576
– – 0.01% 770
2017
Q4 		$42K Hold
1,576
– – 0.01% 757
2017
Q3 		$42K Hold
1,576
– – 0.01% 746
2017
Q2 		$43K Hold
1,576
– – 0.01% 733
2017
Q1 		$42K Buy
1,576
+258
+20% +$6.9K 0.01% 703
2016
Q4 		$35K Buy
+1,318
New +$35.7K 0.01% 680

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

Parallel Advisors's SCHR Position: Q2 2026 in Review

Parallel Advisors opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 1,496 shares worth $36.9K. The stake represents ﹤0.01% of the portfolio and ranks #2323 among its holdings. This is a return to the name: Parallel Advisors previously reported a position in SCHR as recently as Q2 2025.

Parallel Advisors first reported a position in SCHR in Q4 2016 and has held it in 25 quarters since. The position peaked at $206K in Q4 2022. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Parallel Advisors held 1,496 shares of Schwab Intermediately-Term US Treasury ETF worth $36.9K as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Parallel Advisors position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2323 holding.
  • Parallel Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2016 and has held it in 25 quarters since.
  • Parallel Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $206K in Q4 2022.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.