PWAM
SCHR

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

Private Wealth 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 		– Sell
-10
Closed -$249 – 961
2026
Q1 		$249 Buy
+10
New +$251 ﹤0.01% 911

Other funds holding SCHR

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Royal Bank of Canada
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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

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

Private Wealth Asset Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 10 shares — an estimated $249 sold.

Private Wealth Asset Management first reported a position in SCHR in Q1 2026 and held it in 1 quarter. The position peaked at $249 in Q1 2026. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Private Wealth Asset Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 10 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $249.
  • Private Wealth Asset Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Private Wealth Asset Management's Schwab Intermediately-Term US Treasury ETF position peaked at $249 in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.