SAI
SCHR

Savvy Advisors Inc’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Savvy Advisors Inc’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 		$9.35M Buy
379,058
+30,452
+9% +$753K 0.2% 94
2026
Q1 		$8.68M Buy
348,606
+181,654
+109% +$4.55M 0.23% 82
2025
Q4 		$4.19M Buy
166,952
+32,987
+25% +$830K 0.14% 116
2025
Q3 		$3.37M Buy
133,965
+68,229
+104% +$1.7M 0.15% 98
2025
Q2 		$1.65M Sell
65,736
-5,119
-7% -$127K 0.11% 139
2025
Q1 		$1.76M Buy
70,855
+9,143
+15% +$224K 0.18% 93
2024
Q4 		$1.5M Sell
61,712
-21,362
-26% -$526K 0.18% 99
2024
Q3 		$2.1M Buy
83,074
+66,016
+387% +$1.65M 0.43% 44
2024
Q2 		$416K Buy
17,058
+2,010
+13% +$48.7K 0.14% 165
2024
Q1 		$369K Buy
15,048
+4,342
+41% +$107K 0.21% 132
2023
Q4 		$266K Buy
+10,706
New +$259K 0.26% 123

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

Savvy Advisors Inc's SCHR Position: Q2 2026 in Review

Savvy Advisors Inc increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 8.7% in Q2 2026, buying an estimated $753K and bringing the position to 379,058 shares worth $9.35M. The position accounts for 0.2% of the portfolio, ranked #94.

Savvy Advisors Inc first reported a position in SCHR in Q4 2023 and has held it in 11 quarters since. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Savvy Advisors Inc held 379,058 shares of Schwab Intermediately-Term US Treasury ETF worth $9.35M as of Q2 2026.
  • Savvy Advisors Inc bought 30,452 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $753K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.2% of Savvy Advisors Inc's portfolio in Q2 2026, its #94 holding.
  • Savvy Advisors Inc first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.