Silverlake Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Silverlake Wealth Management’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	$503K	Buy	+20,410	New	+$504K	0.1%	225
2022 Q4	–	Sell	-16,484	Closed	-$405K	–	220
2022 Q3	$405K	Sell	16,484 -5,014	-23%	-$128K	0.27%	92
2022 Q2	$555K	Buy	21,498 +3,378	+19%	+$87.3K	0.36%	71
2022 Q1	$482K	Buy	+18,120	New	+$495K	0.28%	93

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

Silverlake Wealth Management's SCHR Position: Q2 2026 in Review

Silverlake Wealth Management opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 20,410 shares worth $503K. The stake represents 0.1% of the portfolio and ranks #225 among its holdings. This is a return to the name: Silverlake Wealth Management previously reported a position in SCHR as recently as Q3 2022.

Silverlake Wealth Management first reported a position in SCHR in Q1 2022 and has held it in 4 quarters since. The position peaked at $555K in Q2 2022. 506 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Silverlake Wealth Management held 20,410 shares of Schwab Intermediately-Term US Treasury ETF worth $503K as of Q2 2026.
Schwab Intermediately-Term US Treasury ETF was a new Silverlake Wealth Management position in Q2 2026.
Schwab Intermediately-Term US Treasury ETF made up 0.1% of Silverlake Wealth Management's portfolio in Q2 2026, its #225 holding.
Silverlake Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2022 and has held it in 4 quarters since.
Silverlake Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $555K in Q2 2022.
506 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.