PGAM
SCHR

Princeton Global Asset Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Princeton Global Asset 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 		$4.93K Hold
200
– – ﹤0.01% 664
2026
Q1 		$4.98K Buy
+200
New +$5.01K ﹤0.01% 690

Other funds holding SCHR

CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Princeton Global Asset Management's SCHR Position: Q2 2026 in Review

Princeton Global Asset Management held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 200 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Princeton Global Asset Management first reported a position in SCHR in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.98K in Q1 2026. 101 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Princeton Global Asset Management held 200 shares of Schwab Intermediately-Term US Treasury ETF worth $4.93K as of Q2 2026.
  • Princeton Global Asset Management left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #664 holding.
  • Princeton Global Asset Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Princeton Global Asset Management's Schwab Intermediately-Term US Treasury ETF position peaked at $4.98K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.