RF
SCHR

Robinswood Financial’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Robinswood Financial’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 		$71.9K Buy
2,914
+1,598
+121% +$39.5K 0.02% 128
2026
Q1 		$32.8K Buy
1,316
+3
+0.2% +$75 0.01% 179
2025
Q4 		$32.9K Sell
1,313
-1
-0.1% -$25 0.01% 176
2025
Q3 		$33K Sell
1,314
-81
-6% -$2.02K 0.01% 166
2025
Q2 		$34.9K Sell
1,395
-134
-9% -$3.32K 0.01% 166
2025
Q1 		$38K Buy
1,529
+1
+0.1% +$24 0.01% 151
2024
Q4 		$37.1K Sell
1,528
-5,292
-78% -$130K 0.01% 137
2024
Q3 		$173K Buy
6,820
+660
+11% +$16.5K 0.06% 74
2024
Q2 		$150K Hold
6,160
– – 0.06% 75
2024
Q1 		$150K Buy
6,160
+4,960
+413% +$122K 0.06% 62
2023
Q4 		$29.8K Sell
1,200
-2,640
-69% -$63.8K 0.01% 110
2023
Q3 		$92K Sell
3,840
-1,110
-22% -$27K 0.04% 67
2023
Q2 		$122K Buy
+4,950
New +$124K 0.06% 61

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

Robinswood Financial's SCHR Position: Q2 2026 in Review

Robinswood Financial increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 121% in Q2 2026, buying an estimated $39.5K and bringing the position to 2,914 shares worth $71.9K. The position accounts for 0.02% of the portfolio, ranked #128.

Robinswood Financial first reported a position in SCHR in Q2 2023 and has held it in 13 quarters since. The position peaked at $173K in Q3 2024. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Robinswood Financial held 2,914 shares of Schwab Intermediately-Term US Treasury ETF worth $71.9K as of Q2 2026.
  • Robinswood Financial bought 1,598 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $39.5K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.02% of Robinswood Financial's portfolio in Q2 2026, its #128 holding.
  • Robinswood Financial first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • Robinswood Financial's Schwab Intermediately-Term US Treasury ETF position peaked at $173K in Q3 2024.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.