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

Simplicity 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	$2.96M	Buy	120,056 +107,598	+864%	+$2.66M	0.1%	207
2026 Q1	$310K	Sell	12,458 -31,424	-72%	-$788K	0.02%	576
2025 Q4	$1.1M	Buy	43,882 +2,425	+6%	+$61K	0.07%	258
2025 Q3	$1.04M	Buy	+41,457	New	+$1.04M	0.06%	279
2022 Q4	–	Sell	-11,702	Closed	-$287K	–	79
2022 Q3	$287K	Buy	11,702 +2	+0%	+$51	0.39%	56
2022 Q2	$302K	Sell	11,700 -12,632	-52%	-$327K	0.44%	47
2022 Q1	$648K	Sell	24,332 -12,100	-33%	-$330K	0.63%	41
2021 Q4	$1.02M	Buy	+36,432	New	+$1.03M	0.55%	41

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

Simplicity Wealth's SCHR Position: Q2 2026 in Review

Simplicity Wealth increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 864% in Q2 2026, buying an estimated $2.66M and bringing the position to 120,056 shares worth $2.96M. The position accounts for 0.1% of the portfolio, ranked #207.

Simplicity Wealth first reported a position in SCHR in Q4 2021 and has held it in 8 quarters since. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Simplicity Wealth held 120,056 shares of Schwab Intermediately-Term US Treasury ETF worth $2.96M as of Q2 2026.
Simplicity Wealth bought 107,598 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $2.66M.
Schwab Intermediately-Term US Treasury ETF made up 0.1% of Simplicity Wealth's portfolio in Q2 2026, its #207 holding.
Simplicity Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and has held it in 8 quarters since.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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