SFC
SCHR

SYM Financial Corp’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

SYM Financial Corp’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 		$4.35M Buy
176,450
+3,399
+2% +$84K 0.35% 23
2026
Q1 		$4.31M Buy
173,051
+19,144
+12% +$480K 0.43% 23
2025
Q4 		$3.86M Buy
153,907
+1,215
+0.8% +$30.6K 0.4% 23
2025
Q3 		$3.84M Sell
152,692
-10,968
-7% -$274K 0.41% 23
2025
Q2 		$4.1M Buy
163,660
+36,074
+28% +$894K 0.46% 21
2025
Q1 		$3.17M Sell
127,586
-8,691
-6% -$213K 0.39% 21
2024
Q4 		$3.31M Buy
136,277
+73
+0.1% +$1.8K 0.43% 21
2024
Q3 		$3.45M Buy
136,204
+21,620
+19% +$540K 0.46% 25
2024
Q2 		$2.79M Buy
114,584
+760
+0.7% +$18.4K 0.45% 19
2024
Q1 		$2.79M Buy
113,824
+16,024
+16% +$394K 0.46% 20
2023
Q4 		$2.43M Buy
97,800
+34,556
+55% +$835K 0.39% 22
2023
Q3 		$1.52M Buy
63,244
+30,218
+91% +$735K 0.27% 26
2023
Q2 		$814K Buy
33,026
+142
+0.4% +$3.56K 0.16% 25
2023
Q1 		$829K Buy
32,884
+682
+2% +$17K 0.18% 23
2022
Q4 		$793K Buy
32,202
+1,112
+4% +$27.4K 0.19% 22
2022
Q3 		$764K Buy
31,090
+3,752
+14% +$95.9K 0.37% 25
2022
Q2 		$705K Buy
27,338
+5,838
+27% +$151K 0.33% 23
2022
Q1 		$572K Buy
21,500
+7,004
+48% +$191K 0.25% 22
2021
Q4 		$407K Buy
14,496
+1,148
+9% +$32.3K 0.16% 27
2021
Q3 		$378K Buy
13,348
+5,046
+61% +$144K 0.22% 24
2021
Q2 		$236K Buy
8,302
+1,916
+30% +$54.4K 0.13% 40
2021
Q1 		$180K Buy
6,386
+524
+9% +$15K 0.1% 48
2020
Q4 		$171K Buy
5,862
+112
+2% +$3.26K 0.13% 40
2020
Q3 		$169K Buy
5,750
+1,964
+52% +$57.7K 0.13% 35
2020
Q2 		$111K Buy
3,786
+3,760
+14,462% +$110K 0.09% 41
2020
Q1 		$1K Buy
+26
New +$735 ﹤0.01% 68

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

SYM Financial Corp's SCHR Position: Q2 2026 in Review

SYM Financial Corp increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 2% in Q2 2026, buying an estimated $84K and bringing the position to 176,450 shares worth $4.35M. The position accounts for 0.35% of the portfolio, ranked #23.

SYM Financial Corp first reported a position in SCHR in Q1 2020 and has held it in 26 quarters since. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • SYM Financial Corp held 176,450 shares of Schwab Intermediately-Term US Treasury ETF worth $4.35M as of Q2 2026.
  • SYM Financial Corp bought 3,399 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $84K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.35% of SYM Financial Corp's portfolio in Q2 2026, its #23 holding.
  • SYM Financial Corp first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and has held it in 26 quarters since.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.