South Plains Financial’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

South Plains Financial’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	–	Sell	-32,613	Closed	-$812K	–	225
2026 Q1	$812K	Sell	32,613 -1,031	-3%	-$25.8K	0.47%	59
2025 Q4	$843K	Hold	33,644	–	–	0.5%	58
2025 Q3	$845K	Buy	33,644 +164	+0.5%	+$4.1K	0.53%	56
2025 Q2	$838K	Hold	33,480	–	–	0.59%	52
2025 Q1	$832K	Hold	33,480	–	–	0.65%	47
2024 Q4	$813K	Buy	+33,480	New	+$824K	0.62%	54

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

South Plains Financial's SCHR Position: Q2 2026 in Review

South Plains Financial sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 32,613 shares — an estimated $812K sold.

South Plains Financial first reported a position in SCHR in Q4 2024 and held it in 6 quarters. The position peaked at $845K in Q3 2025. 506 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

South Plains Financial reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
South Plains Financial sold 32,613 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $812K.
South Plains Financial first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and held it in 6 quarters.
South Plains Financial's Schwab Intermediately-Term US Treasury ETF position peaked at $845K in Q3 2025.
506 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on South Plains Financial's 13F filing for Q2 2026, filed 13 Aug 2026.