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

Stratos Wealth Partners’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	$2.92M	Buy	118,567 +9,672	+9%	+$239K	0.03%	482
2026 Q1	$2.71M	Buy	108,895 +2,878	+3%	+$72.1K	0.03%	476
2025 Q4	$2.66M	Sell	106,017 -8,299	-7%	-$209K	0.03%	476
2025 Q3	$2.87M	Buy	114,316 +1,006	+0.9%	+$25.1K	0.03%	444
2025 Q2	$2.84M	Buy	113,310 +23,077	+26%	+$572K	0.04%	407
2025 Q1	$2.24M	Buy	90,233 +5,561	+7%	+$136K	0.03%	421
2024 Q4	$2.06M	Buy	84,672 +13,638	+19%	+$336K	0.03%	464
2024 Q3	$1.8M	Buy	71,034 +9,232	+15%	+$231K	0.03%	490
2024 Q2	$1.51M	Buy	61,802 +3,784	+7%	+$91.6K	0.02%	519
2024 Q1	$1.42M	Sell	58,018 -898	-2%	-$22.1K	0.02%	536
2023 Q4	$1.46M	Buy	58,916 +9,440	+19%	+$228K	0.03%	494
2023 Q3	$1.19M	Buy	49,476 +638	+1%	+$15.5K	0.03%	512
2023 Q2	$1.2M	Buy	48,838 +8,572	+21%	+$215K	0.03%	478
2023 Q1	$1.02M	Buy	+40,266	New	+$1M	0.03%	480
2018 Q2	–	Sell	-86	Closed	-$2K	–	2278
2018 Q1	$2K	Buy	+86	New	+$2.26K	﹤0.01%	2892
2016 Q4	–	Sell	-10,708	Closed	-$297K	–	770
2016 Q3	$297K	Buy	+10,708	New	+$298K	0.02%	489

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

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

Stratos Wealth Partners increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 8.9% in Q2 2026, buying an estimated $239K and bringing the position to 118,567 shares worth $2.92M. The position accounts for 0.03% of the portfolio, ranked #482.

Stratos Wealth Partners first reported a position in SCHR in Q3 2016 and has held it in 16 quarters since. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Stratos Wealth Partners held 118,567 shares of Schwab Intermediately-Term US Treasury ETF worth $2.92M as of Q2 2026.
Stratos Wealth Partners bought 9,672 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $239K.
Schwab Intermediately-Term US Treasury ETF made up 0.03% of Stratos Wealth Partners's portfolio in Q2 2026, its #482 holding.
Stratos Wealth Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2016 and has held it in 16 quarters since.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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