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

Resonant Capital 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	$66.6M	Sell	2,700,741 -301,024	-10%	-$7.44M	3.18%	5
2026 Q1	$74.8M	Buy	3,001,765 +134,150	+5%	+$3.36M	3.93%	4
2025 Q4	$71.9M	Buy	2,867,615 +218,686	+8%	+$5.5M	3.95%	3
2025 Q3	$66.6M	Buy	2,648,929 +306,267	+13%	+$7.65M	3.88%	4
2025 Q2	$58.6M	Buy	2,342,662 +161,535	+7%	+$4M	3.74%	4
2025 Q1	$54.2M	Buy	2,181,127 +164,189	+8%	+$4.02M	3.78%	5
2024 Q4	$49M	Buy	2,016,938 +279,564	+16%	+$6.88M	3.58%	6
2024 Q3	$44M	Buy	1,737,374 +202,634	+13%	+$5.06M	3.23%	7
2024 Q2	$37.4M	Buy	1,534,740 +166,726	+12%	+$4.04M	3.04%	7
2024 Q1	$33.6M	Buy	1,368,014 +119,712	+10%	+$2.94M	2.87%	9
2023 Q4	$31M	Buy	1,248,302 +100,224	+9%	+$2.42M	3%	9
2023 Q3	$27.5M	Buy	1,148,078 +356,192	+45%	+$8.67M	2.93%	8
2023 Q2	$19.5M	Buy	791,886 +91,122	+13%	+$2.28M	2.12%	12
2023 Q1	$17.7M	Buy	700,764 +55,796	+9%	+$1.39M	2.01%	12
2022 Q4	$15.9M	Buy	644,968 +53,582	+9%	+$1.32M	1.98%	12
2022 Q3	$14.5M	Buy	591,386 +226,596	+62%	+$5.79M	2.21%	11
2022 Q2	$9.41M	Sell	364,790 -85,098	-19%	-$2.2M	1.47%	15
2022 Q1	$11.9M	Sell	449,888 -66,690	-13%	-$1.82M	1.76%	13
2021 Q4	$14.5M	Buy	516,578 +26,238	+5%	+$738K	2.18%	12
2021 Q3	$13.9M	Sell	490,340 -88	-0%	-$2.52K	2.42%	12
2021 Q2	$13.9M	Buy	490,428 +37,480	+8%	+$1.06M	2.7%	11
2021 Q1	$12.8M	Buy	452,948 +45,916	+11%	+$1.32M	2.63%	12
2020 Q4	$11.8M	Buy	407,032 +24,808	+6%	+$723K	2.81%	11
2020 Q3	$11.2M	Buy	382,224 +36,720	+11%	+$1.08M	3.2%	9
2020 Q2	$10.2M	Buy	345,504 +130,090	+60%	+$3.82M	2.95%	10
2020 Q1	$6.33M	Buy	215,414 +38,124	+22%	+$1.08M	2.31%	9
2019 Q4	$4.87M	Buy	+177,290	New	+$4.9M	1.54%	13

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Resonant Capital Advisors's SCHR Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 10% in Q2 2026, selling an estimated $7.44M and leaving 2,700,741 shares worth $66.6M. The position accounts for 3.18% of the portfolio, ranked #5.

Resonant Capital Advisors first reported a position in SCHR in Q4 2019 and has held it in 27 quarters since. The position peaked at $74.8M in Q1 2026. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Resonant Capital Advisors held 2,700,741 shares of Schwab Intermediately-Term US Treasury ETF worth $66.6M as of Q2 2026.
Resonant Capital Advisors sold 301,024 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $7.44M.
Schwab Intermediately-Term US Treasury ETF made up 3.18% of Resonant Capital Advisors's portfolio in Q2 2026, its #5 holding.
Resonant Capital Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and has held it in 27 quarters since.
Resonant Capital Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $74.8M in Q1 2026.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.