SAW
SCHR

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

Signal Advisors Wealth’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 		$489K Buy
19,812
+2,485
+14% +$61.4K 0.02% 424
2026
Q1 		$432K Buy
+17,327
New +$434K 0.03% 389
2025
Q3 		– Sell
-25,240
Closed -$632K – 529
2025
Q2 		$632K Buy
+25,240
New +$625K 0.05% 259

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

Signal Advisors Wealth's SCHR Position: Q2 2026 in Review

Signal Advisors Wealth increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 14% in Q2 2026, buying an estimated $61.4K and bringing the position to 19,812 shares worth $489K. The position accounts for 0.02% of the portfolio, ranked #424.

Signal Advisors Wealth first reported a position in SCHR in Q2 2025 and has held it in 3 quarters since. The position peaked at $632K in Q2 2025. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Signal Advisors Wealth held 19,812 shares of Schwab Intermediately-Term US Treasury ETF worth $489K as of Q2 2026.
  • Signal Advisors Wealth bought 2,485 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $61.4K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.02% of Signal Advisors Wealth's portfolio in Q2 2026, its #424 holding.
  • Signal Advisors Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and has held it in 3 quarters since.
  • Signal Advisors Wealth's Schwab Intermediately-Term US Treasury ETF position peaked at $632K in Q2 2025.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.