Roble Belko & Company’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Roble Belko & Company’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	$36K	Hold	1,444	–	–	﹤0.01%	231
2026 Q1	$37K	Hold	1,444	–	–	﹤0.01%	229
2025 Q4	$37K	Hold	1,444	–	–	﹤0.01%	225
2025 Q3	$36K	Hold	1,444	–	–	﹤0.01%	190
2025 Q2	$36K	Hold	1,444	–	–	0.01%	199
2025 Q1	$36K	Sell	1,444 -3,694	-72%	-$90.4K	0.01%	187
2024 Q4	$125K	Buy	5,138 +1,444	+39%	+$35.5K	0.02%	126
2024 Q3	$93K	Hold	3,694	–	–	0.01%	139
2024 Q2	$90K	Buy	3,694 +1,376	+59%	+$33.3K	0.02%	144
2024 Q1	$57K	Hold	2,318	–	–	0.01%	167
2023 Q4	$58K	Sell	2,318 -2,106	-48%	-$50.9K	0.01%	153
2023 Q3	$106K	Buy	+4,424	New	+$108K	0.02%	117

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

Roble Belko & Company's SCHR Position: Q2 2026 in Review

Roble Belko & Company held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 1,444 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Roble Belko & Company first reported a position in SCHR in Q3 2023 and has held it in 12 quarters since. The position peaked at $125K in Q4 2024. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Roble Belko & Company held 1,444 shares of Schwab Intermediately-Term US Treasury ETF worth $36K as of Q2 2026.
Roble Belko & Company 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 Roble Belko & Company's portfolio in Q2 2026, its #231 holding.
Roble Belko & Company first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Roble Belko & Company's Schwab Intermediately-Term US Treasury ETF position peaked at $125K in Q4 2024.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.