RIA
SCHR

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

Regal Investment 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 		$740K Buy
+30,016
New +$742K 0.04% 378
2013
Q4 		– Sell
-7,196
Closed -$190K – 939
2013
Q3 		$190K Buy
7,196
+7,194
+359,700% +$189K 0.11% 168
2013
Q2 		$0 Buy
+2
New +$54 ﹤0.01% 899

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

Regal Investment Advisors's SCHR Position: Q2 2026 in Review

Regal Investment Advisors opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 30,016 shares worth $740K. The stake represents 0.04% of the portfolio and ranks #378 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in SCHR as recently as Q3 2013.

Regal Investment Advisors first reported a position in SCHR in Q2 2013 and has held it in 3 quarters since. 506 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Regal Investment Advisors held 30,016 shares of Schwab Intermediately-Term US Treasury ETF worth $740K as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Regal Investment Advisors position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.04% of Regal Investment Advisors's portfolio in Q2 2026, its #378 holding.
  • Regal Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2013 and has held it in 3 quarters since.
  • 506 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.