SWASL
SCHR

Spartan Wealth Advisory Services LLC’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$293K Buy
11,879
+2,700
+29% +$66.7K 0.02% 266
2026
Q1 		$229K Buy
+9,179
New +$230K 0.02% 285

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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
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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's SCHR Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 29% in Q2 2026, buying an estimated $66.7K and bringing the position to 11,879 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #266.

Spartan Wealth Advisory Services LLC first reported a position in SCHR in Q1 2026 and has held it in 2 quarters since. 482 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 11,879 shares of Schwab Intermediately-Term US Treasury ETF worth $293K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 2,700 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $66.7K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #266 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 482 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.