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SCHR

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

Root Financial Partners’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
-23
Closed -$573 – 2659
2026
Q1 		$573 Sell
23
-7
-23% -$175 ﹤0.01% 2821
2025
Q4 		$752 Sell
30
-45
-60% -$1.13K ﹤0.01% 2159
2025
Q3 		$1.89K Buy
+75
New +$1.87K ﹤0.01% 1965

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

Root Financial Partners's SCHR Position: Q2 2026 in Review

Root Financial Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 23 shares — an estimated $573 sold.

Root Financial Partners first reported a position in SCHR in Q3 2025 and held it in 3 quarters. The position peaked at $1.89K in Q3 2025. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Root Financial Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 23 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $573.
  • Root Financial Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $1.89K in Q3 2025.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.