StoneX Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

StoneX Group’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	$291K	Sell	11,814 -18,201	-61%	-$450K	0.01%	843
2026 Q1	$748K	Sell	30,015 -13,683	-31%	-$343K	0.04%	326
2025 Q4	$1.1M	Buy	43,698 +10,237	+31%	+$258K	0.05%	320
2025 Q3	$841K	Buy	33,461 +4,154	+14%	+$104K	0.04%	406
2025 Q2	$734K	Buy	29,307 +4,166	+17%	+$103K	0.04%	409
2025 Q1	$625K	Sell	25,141 -1,014	-4%	-$24.8K	0.03%	418
2024 Q4	$635K	Buy	26,155 +15,931	+156%	+$392K	0.03%	401
2024 Q3	$259K	Buy	10,224 +154	+2%	+$3.85K	0.02%	513
2024 Q2	$246K	Sell	10,070 -3,580	-26%	-$86.7K	0.02%	517
2024 Q1	$335K	Buy	13,650 +602	+5%	+$14.8K	0.03%	399
2023 Q4	$324K	Buy	13,048 +3,984	+44%	+$96.3K	0.03%	396
2023 Q3	$217K	Buy	9,064 +282	+3%	+$6.86K	0.02%	504
2023 Q2	$216K	Buy	+8,782	New	+$220K	0.02%	512

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

StoneX Group's SCHR Position: Q2 2026 in Review

StoneX Group reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 61% in Q2 2026, selling an estimated $450K and leaving 11,814 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #843.

StoneX Group first reported a position in SCHR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.1M in Q4 2025. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

StoneX Group held 11,814 shares of Schwab Intermediately-Term US Treasury ETF worth $291K as of Q2 2026.
StoneX Group sold 18,201 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $450K.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of StoneX Group's portfolio in Q2 2026, its #843 holding.
StoneX Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and has held it in 13 quarters since.
StoneX Group's Schwab Intermediately-Term US Treasury ETF position peaked at $1.1M in Q4 2025.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.