SA
SCHR

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

Seneschal Advisors’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 		$342K Buy
13,865
+2,663
+24% +$65.8K 0.23% 35
2026
Q1 		$279K Sell
11,202
-594
-5% -$14.9K 0.21% 34
2025
Q4 		$296K Buy
11,796
+130
+1% +$3.27K 0.22% 35
2025
Q3 		$293K Sell
11,666
-12,270
-51% -$307K 0.21% 36
2025
Q2 		$599K Buy
23,936
+9,254
+63% +$229K 0.47% 22
2025
Q1 		$365K Sell
14,682
-209
-1% -$5.12K 0.31% 26
2024
Q4 		$362K Buy
+14,891
New +$366K 0.3% 27

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

Seneschal Advisors's SCHR Position: Q2 2026 in Review

Seneschal Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 24% in Q2 2026, buying an estimated $65.8K and bringing the position to 13,865 shares worth $342K. The position accounts for 0.23% of the portfolio, ranked #35.

Seneschal Advisors first reported a position in SCHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $599K in Q2 2025. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Seneschal Advisors held 13,865 shares of Schwab Intermediately-Term US Treasury ETF worth $342K as of Q2 2026.
  • Seneschal Advisors bought 2,663 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $65.8K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.23% of Seneschal Advisors's portfolio in Q2 2026, its #35 holding.
  • Seneschal Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Seneschal Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $599K in Q2 2025.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.