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Synergy Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Synergy Investment Management’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 		– Sell
-734
Closed -$18.3K – 1176
2026
Q1 		$18.3K Buy
+734
New +$18.4K 0.01% 418

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JP Morgan Chase
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AllianceBernstein
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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

Synergy Investment Management's SCHR Position: Q2 2026 in Review

Synergy Investment Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 734 shares — an estimated $18.3K sold.

Synergy Investment Management first reported a position in SCHR in Q1 2026 and held it in 1 quarter. The position peaked at $18.3K in Q1 2026. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Synergy Investment Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 734 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $18.3K.
  • Synergy Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Synergy Investment Management's Schwab Intermediately-Term US Treasury ETF position peaked at $18.3K in Q1 2026.
  • 507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.