Simplex Trading
SCHR

Simplex Trading’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Simplex Trading’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 		$4.09K Buy
+166
New +$4.1K ﹤0.01% 8285
2025
Q3 		– Sell
-76
Closed -$1K – 9941
2025
Q2 		$1K Hold
76
– – ﹤0.01% 8416
2025
Q1 		$1K Buy
+76
New +$1.86K ﹤0.01% 8299
2024
Q4 		– Sell
-100
Closed -$2K – 9496
2024
Q3 		$2K Buy
+100
New +$2.5K ﹤0.01% 8062
2022
Q4 		– Sell
-258
Closed -$6K – 10267
2022
Q3 		$6K Buy
+258
New +$6.59K ﹤0.01% 8678

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

Simplex Trading's SCHR Position: Q2 2026 in Review

Simplex Trading opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 166 shares worth $4.09K. The stake represents ﹤0.01% of the portfolio and ranks #8285 among its holdings. This is a return to the name: Simplex Trading previously reported a position in SCHR as recently as Q2 2025.

Simplex Trading first reported a position in SCHR in Q3 2022 and has held it in 5 quarters since. The position peaked at $6K in Q3 2022. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Simplex Trading held 166 shares of Schwab Intermediately-Term US Treasury ETF worth $4.09K as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Simplex Trading position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #8285 holding.
  • Simplex Trading first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2022 and has held it in 5 quarters since.
  • Simplex Trading's Schwab Intermediately-Term US Treasury ETF position peaked at $6K in Q3 2022.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.