SWM
SCHR

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

Spire Wealth Management’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 		$2.27M Sell
91,879
-9,102
-9% -$225K 0.07% 254
2026
Q1 		$2.52M Sell
100,981
-3,579
-3% -$89.7K 0.09% 215
2025
Q4 		$2.62M Buy
104,560
+505
+0.5% +$12.7K 0.09% 204
2025
Q3 		$2.61M Sell
104,055
-2,441
-2% -$61K 0.09% 188
2025
Q2 		$2.67M Sell
106,496
-6,427
-6% -$159K 0.1% 181
2025
Q1 		$2.81M Sell
112,923
-10,180
-8% -$249K 0.09% 214
2024
Q4 		$2.99M Sell
123,103
-3,495
-3% -$86K 0.09% 186
2024
Q3 		$3.2M Sell
126,598
-1,676
-1% -$41.9K 0.11% 156
2024
Q2 		$3.13M Sell
128,274
-7,176
-5% -$174K 0.11% 175
2024
Q1 		$3.32M Buy
135,450
+1,084
+0.8% +$26.6K 0.06% 191
2023
Q4 		$3.31M Sell
134,366
-3,680
-3% -$88.9K 0.11% 184
2023
Q3 		$3.31M Sell
138,046
-18,696
-12% -$455K 0.13% 179
2023
Q2 		$3.86M Sell
156,742
-6,726
-4% -$169K 0.14% 136
2023
Q1 		$4.12M Buy
163,468
+93,578
+134% +$2.33M 0.16% 125
2022
Q4 		$1.72M Buy
69,890
+96
+0.1% +$2.36K 0.1% 167
2022
Q3 		$1.72M Sell
69,794
-107,020
-61% -$2.74M 0.1% 147
2022
Q2 		$4.56M Sell
176,814
-16,952
-9% -$438K 0.19% 127
2022
Q1 		$5.16M Sell
193,766
-940
-0.5% -$25.7K 0.14% 151
2021
Q4 		$5.46M Sell
194,706
-17,774
-8% -$500K 0.12% 167
2021
Q3 		$6.01M Buy
212,480
+3,722
+2% +$106K 0.16% 146
2021
Q2 		$5.94M Buy
208,758
+15,808
+8% +$449K 0.16% 148
2021
Q1 		$5.44M Buy
+192,950
New +$5.53M 0.14% 152

Other funds holding SCHR

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

Spire Wealth Management's SCHR Position: Q2 2026 in Review

Spire Wealth Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 9% in Q2 2026, selling an estimated $225K and leaving 91,879 shares worth $2.27M. The position accounts for 0.07% of the portfolio, ranked #254.

Spire Wealth Management first reported a position in SCHR in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.01M in Q3 2021. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Spire Wealth Management held 91,879 shares of Schwab Intermediately-Term US Treasury ETF worth $2.27M as of Q2 2026.
  • Spire Wealth Management sold 9,102 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $225K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.07% of Spire Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Spire Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $6.01M in Q3 2021.
  • 86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.