Steward Partners Investment Advisory’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Steward Partners Investment Advisory’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	$115K	Buy	4,672 +423	+10%	+$10.5K	﹤0.01%	2516
2026 Q1	$106K	Buy	4,249 +2,312	+119%	+$57.9K	﹤0.01%	2345
2025 Q4	$48.6K	Buy	1,937 +393	+25%	+$9.89K	﹤0.01%	2685
2025 Q3	$38.8K	Sell	1,544 -2,944	-66%	-$73.6K	﹤0.01%	2735
2025 Q2	$112K	Sell	4,488 -4,001	-47%	-$99.1K	﹤0.01%	2049
2025 Q1	$211K	Buy	8,489 +2,985	+54%	+$73.1K	﹤0.01%	1624
2024 Q4	$134K	Buy	5,504 +5,388	+4,645%	+$133K	﹤0.01%	1830
2024 Q3	$2.94K	Sell	116 -104	-47%	-$2.6K	﹤0.01%	3358
2024 Q2	$5.37K	Sell	220 -58	-21%	-$1.4K	﹤0.01%	3018
2024 Q1	$6.82K	Buy	278 +88	+46%	+$2.16K	﹤0.01%	2949
2023 Q4	$4.72K	Sell	190 -36	-16%	-$870	﹤0.01%	2979
2023 Q3	$5.42K	Sell	226 -4	-2%	-$97	﹤0.01%	2795
2023 Q2	$5.67K	Sell	230 -366	-61%	-$9.17K	﹤0.01%	2755
2023 Q1	$15K	Sell	596 -4	-0.7%	-$100	﹤0.01%	2372
2022 Q4	$14.8K	Buy	600 +206	+52%	+$5.07K	﹤0.01%	2389
2022 Q3	$10K	Sell	394 -316	-45%	-$8.08K	﹤0.01%	2547
2022 Q2	$18K	Buy	710 +380	+115%	+$9.82K	﹤0.01%	2279
2022 Q1	$9K	Buy	330 +42	+15%	+$1.15K	﹤0.01%	2714
2021 Q4	$8K	Hold	288	–	–	﹤0.01%	2694
2021 Q3	$8K	Hold	288	–	–	﹤0.01%	2686
2021 Q2	$8K	Sell	288 -3,122	-92%	-$88.6K	﹤0.01%	6326
2021 Q1	$96.2K	Buy	+3,410	New	+$97.8K	﹤0.01%	1651
2020 Q1	–	Sell	-16	Closed	–	–	2677
2019 Q4	$0	Hold	16	–	–	﹤0.01%	2724
2019 Q3	$0	Hold	16	–	–	﹤0.01%	2749
2019 Q2	$0	Buy	+16	New	+$432	﹤0.01%	2681

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 22.9% 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

Steward Partners Investment Advisory's SCHR Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 10% in Q2 2026, buying an estimated $10.5K and bringing the position to 4,672 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #2516.

Steward Partners Investment Advisory first reported a position in SCHR in Q2 2019 and has held it in 25 quarters since. The position peaked at $211K in Q1 2025. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Steward Partners Investment Advisory held 4,672 shares of Schwab Intermediately-Term US Treasury ETF worth $115K as of Q2 2026.
Steward Partners Investment Advisory bought 423 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $10.5K.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2516 holding.
Steward Partners Investment Advisory first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2019 and has held it in 25 quarters since.
Steward Partners Investment Advisory's Schwab Intermediately-Term US Treasury ETF position peaked at $211K in Q1 2025.
507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.