RC
SCHR

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

Roundview Capital’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 		$543K Buy
22,019
+10,696
+94% +$264K 0.03% 261
2026
Q1 		$282K Sell
11,323
-1,600
-12% -$40.1K 0.02% 308
2025
Q4 		$324K Hold
12,923
– – 0.02% 285
2025
Q3 		$325K Buy
12,923
+1,471
+13% +$36.8K 0.02% 292
2025
Q2 		$287K Hold
11,452
– – 0.02% 295
2025
Q1 		$285K Buy
+11,452
New +$280K 0.02% 284

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

Roundview Capital's SCHR Position: Q2 2026 in Review

Roundview Capital increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 94% in Q2 2026, buying an estimated $264K and bringing the position to 22,019 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #261.

Roundview Capital first reported a position in SCHR in Q1 2025 and has held it in 6 quarters since. 506 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Roundview Capital held 22,019 shares of Schwab Intermediately-Term US Treasury ETF worth $543K as of Q2 2026.
  • Roundview Capital bought 10,696 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $264K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.03% of Roundview Capital's portfolio in Q2 2026, its #261 holding.
  • Roundview Capital first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 506 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.