SIMA Wealth Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

SIMA Wealth Partners’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	$6.92M	Sell	280,499 -11,895	-4%	-$294K	4.9%	9
2026 Q1	$7.28M	Buy	292,394 +34,048	+13%	+$853K	5.55%	8
2025 Q4	$6.48M	Sell	258,346 -10,214	-4%	-$257K	4.93%	9
2025 Q3	$6.75M	Sell	268,560 -13,480	-5%	-$337K	5.16%	8
2025 Q2	$7.06M	Sell	282,040 -44,226	-14%	-$1.1M	5.7%	7
2025 Q1	$8.11M	Sell	326,266 -14,838	-4%	-$363K	6.73%	4
2024 Q4	$8.29M	Buy	341,104 +43,310	+15%	+$1.07M	7.04%	3
2024 Q3	$7.53M	Buy	297,794 +32,126	+12%	+$803K	6.54%	4
2024 Q2	$6.48M	Buy	+265,668	New	+$6.43M	6.18%	5

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

SIMA Wealth Partners's SCHR Position: Q2 2026 in Review

SIMA Wealth Partners reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4.1% in Q2 2026, selling an estimated $294K and leaving 280,499 shares worth $6.92M. The position accounts for 4.9% of the portfolio, ranked #9.

SIMA Wealth Partners first reported a position in SCHR in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.29M in Q4 2024. 502 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

SIMA Wealth Partners held 280,499 shares of Schwab Intermediately-Term US Treasury ETF worth $6.92M as of Q2 2026.
SIMA Wealth Partners sold 11,895 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $294K.
Schwab Intermediately-Term US Treasury ETF made up 4.9% of SIMA Wealth Partners's portfolio in Q2 2026, its #9 holding.
SIMA Wealth Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $8.29M in Q4 2024.
502 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.