PAYA
SCHR

Phil A. Younker & Associates’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Phil A. Younker & Associates’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 		$712K Sell
28,888
-51,577
-64% -$1.27M 0.48% 18
2026
Q1 		$2M Buy
80,465
+52,951
+192% +$1.33M 1.34% 13
2025
Q4 		$690K Sell
27,514
-275
-1% -$6.92K 0.48% 23
2025
Q3 		$698K Sell
27,789
-7,413
-21% -$185K 0.53% 21
2025
Q2 		$881K Hold
35,202
– – 0.87% 19
2025
Q1 		$875K Sell
35,202
-4,484
-11% -$110K 0.86% 19
2024
Q4 		$964K Buy
+39,686
New +$977K 0.96% 14

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 22.9% 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

Phil A. Younker & Associates's SCHR Position: Q2 2026 in Review

Phil A. Younker & Associates reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 64% in Q2 2026, selling an estimated $1.27M and leaving 28,888 shares worth $712K. The position accounts for 0.48% of the portfolio, ranked #18.

Phil A. Younker & Associates first reported a position in SCHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2M in Q1 2026. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Phil A. Younker & Associates held 28,888 shares of Schwab Intermediately-Term US Treasury ETF worth $712K as of Q2 2026.
  • Phil A. Younker & Associates sold 51,577 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $1.27M.
  • Schwab Intermediately-Term US Treasury ETF made up 0.48% of Phil A. Younker & Associates's portfolio in Q2 2026, its #18 holding.
  • Phil A. Younker & Associates first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Phil A. Younker & Associates's Schwab Intermediately-Term US Treasury ETF position peaked at $2M in Q1 2026.
  • 507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.