SWA
SCHR

Stratos Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Stratos Wealth Advisors’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 		$2.41M Buy
97,821
+1,911
+2% +$47.2K 0.13% 152
2026
Q1 		$2.39M Sell
95,910
-146,956
-61% -$3.68M 0.15% 142
2025
Q4 		$6.09M Sell
242,866
-61,761
-20% -$1.55M 0.29% 88
2025
Q3 		$7.66M Sell
304,627
-37,618
-11% -$940K 0.37% 75
2025
Q2 		$8.57M Buy
342,245
+904
+0.3% +$22.4K 0.45% 56
2025
Q1 		$8.49M Sell
341,341
-141,777
-29% -$3.47M 0.46% 52
2024
Q4 		$11.7M Buy
483,118
+2,830
+0.6% +$69.6K 0.56% 43
2024
Q3 		$12.2M Sell
480,288
-17,286
-3% -$432K 0.56% 44
2024
Q2 		$12.1M Buy
497,574
+357,524
+255% +$8.66M 0.6% 40
2024
Q1 		$3.43M Buy
140,050
+32,708
+30% +$804K 0.2% 118
2023
Q4 		$2.67M Buy
107,342
+4,158
+4% +$100K 0.15% 178
2023
Q3 		$2.47M Buy
103,184
+36,444
+55% +$887K 0.16% 169
2023
Q2 		$1.64M Sell
66,740
-6,308
-9% -$158K 0.12% 225
2023
Q1 		$1.84M Sell
73,048
-51,068
-41% -$1.27M 0.14% 197
2022
Q4 		$3.06M Sell
124,116
-220,186
-64% -$5.42M 0.25% 113
2022
Q3 		$8.46M Buy
344,302
+280,224
+437% +$7.16M 0.89% 16
2022
Q2 		$1.65M Buy
+64,078
New +$1.66M 0.15% 178

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
Bank of America
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

Stratos Wealth Advisors's SCHR Position: Q2 2026 in Review

Stratos Wealth Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 2% in Q2 2026, buying an estimated $47.2K and bringing the position to 97,821 shares worth $2.41M. The position accounts for 0.13% of the portfolio, ranked #152.

Stratos Wealth Advisors first reported a position in SCHR in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.2M in Q3 2024. 506 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Stratos Wealth Advisors held 97,821 shares of Schwab Intermediately-Term US Treasury ETF worth $2.41M as of Q2 2026.
  • Stratos Wealth Advisors bought 1,911 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $47.2K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.13% of Stratos Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • Stratos Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2022 and has held it in 17 quarters since.
  • Stratos Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $12.2M in Q3 2024.
  • 506 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.