Seek First’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Seek First’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	$207K	Sell	8,378 -1,191	-12%	-$29.4K	0.13%	66
2026 Q1	$238K	Sell	9,569 -57	-0.6%	-$1.43K	0.17%	55
2025 Q4	$241K	Buy	9,626 +117	+1%	+$2.94K	0.17%	53
2025 Q3	$239K	Buy	9,509 +90	+1%	+$2.25K	0.17%	53
2025 Q2	$236K	Buy	9,419 +89	+1%	+$2.21K	0.19%	52
2025 Q1	$232K	Buy	+9,330	New	+$228K	0.21%	48

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

Seek First's SCHR Position: Q2 2026 in Review

Seek First reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 12% in Q2 2026, selling an estimated $29.4K and leaving 8,378 shares worth $207K. The position accounts for 0.13% of the portfolio, ranked #66.

Seek First first reported a position in SCHR in Q1 2025 and has held it in 6 quarters since. The position peaked at $241K in Q4 2025. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Seek First held 8,378 shares of Schwab Intermediately-Term US Treasury ETF worth $207K as of Q2 2026.
Seek First sold 1,191 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $29.4K.
Schwab Intermediately-Term US Treasury ETF made up 0.13% of Seek First's portfolio in Q2 2026, its #66 holding.
Seek First first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Seek First's Schwab Intermediately-Term US Treasury ETF position peaked at $241K in Q4 2025.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.