TPCW
SCHR

TD Private Client Wealth’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

TD Private Client Wealth’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 		$1.25M Buy
50,710
+4,627
+10% +$114K 0.02% 330
2026
Q1 		$1.15M Buy
46,083
+1,794
+4% +$45K 0.02% 339
2025
Q4 		$1.11M Sell
44,289
-4,403
-9% -$111K 0.02% 342
2025
Q3 		$1.22M Buy
48,692
+1,376
+3% +$34.4K 0.03% 325
2025
Q2 		$1.18M Buy
47,316
+5,766
+14% +$143K 0.03% 328
2025
Q1 		$1.03M Buy
41,550
+447
+1% +$10.9K 0.03% 340
2024
Q4 		$998K Buy
41,103
+4,175
+11% +$103K 0.03% 356
2024
Q3 		$934K Sell
36,928
-72,190
-66% -$1.8M 0.03% 375
2024
Q2 		$2.66M Buy
109,118
+20,102
+23% +$487K 0.08% 181
2024
Q1 		$2.18M Buy
89,016
+1,852
+2% +$45.5K 0.07% 217
2023
Q4 		$2.17M Sell
87,164
-2,884
-3% -$69.7K 0.08% 207
2023
Q3 		$2.16M Buy
90,048
+3,572
+4% +$86.9K 0.09% 194
2023
Q2 		$2.13M Buy
86,476
+4,854
+6% +$122K 0.09% 217
2023
Q1 		$2.06M Buy
81,622
+206
+0.3% +$5.13K 0.09% 218
2022
Q4 		$2M Buy
81,416
+3,746
+5% +$92.2K 0.09% 214
2022
Q3 		$1.91M Buy
77,670
+77,386
+27,249% +$1.98M 0.1% 213
2022
Q2 		$7.33K Sell
284
-8
-3% -$207 ﹤0.01% 1025
2022
Q1 		$7.78K Sell
292
-124
-30% -$3.39K ﹤0.01% 1066
2021
Q4 		$11.7K Buy
416
+22
+6% +$619 ﹤0.01% 903
2021
Q3 		$11.2K Hold
394
– – ﹤0.01% 906
2021
Q2 		$11.2K Sell
394
-570
-59% -$16.2K ﹤0.01% 907
2021
Q1 		$27.2K Buy
964
+288
+43% +$8.26K ﹤0.01% 796
2020
Q4 		$19.7K Buy
+676
New +$19.7K ﹤0.01% 778

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

TD Private Client Wealth's SCHR Position: Q2 2026 in Review

TD Private Client Wealth increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 10% in Q2 2026, buying an estimated $114K and bringing the position to 50,710 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #330.

TD Private Client Wealth first reported a position in SCHR in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.66M in Q2 2024. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • TD Private Client Wealth held 50,710 shares of Schwab Intermediately-Term US Treasury ETF worth $1.25M as of Q2 2026.
  • TD Private Client Wealth bought 4,627 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $114K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.02% of TD Private Client Wealth's portfolio in Q2 2026, its #330 holding.
  • TD Private Client Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and has held it in 23 quarters since.
  • TD Private Client Wealth's Schwab Intermediately-Term US Treasury ETF position peaked at $2.66M in Q2 2024.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.