TVAMP
SCHR

Tennessee Valley Asset Management Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Tennessee Valley Asset Management 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 		$8.24M Buy
334,196
+3,622
+1% +$89.5K 0.91% 17
2026
Q1 		$8.23M Sell
330,574
-1,167
-0.4% -$29.3K 1.09% 15
2025
Q4 		$8.32M Buy
331,741
+820
+0.2% +$20.6K 1.08% 17
2025
Q3 		$8.32M Buy
330,921
+47,544
+17% +$1.19M 1.13% 17
2025
Q2 		$7.09M Sell
283,377
-51,719
-15% -$1.28M 1.8% 8
2025
Q1 		$8.33M Sell
335,096
-3,174
-0.9% -$77.7K 1.36% 15
2024
Q4 		$8.22M Sell
338,270
-273,550
-45% -$6.73M 1.38% 15
2024
Q3 		$8.17M Buy
611,820
+274,222
+81% +$6.85M 1.35% 15
2024
Q2 		$8.23M Buy
337,598
+296,824
+728% +$7.19M 1.54% 12
2024
Q1 		$1,000K Sell
40,774
-36,686
-47% -$902K 0.24% 46
2023
Q4 		$1.93M Buy
77,460
+38,794
+100% +$937K 0.26% 51
2023
Q3 		$927K Buy
38,666
+5,422
+16% +$132K 0.3% 46
2023
Q2 		$819K Buy
33,244
+1,056
+3% +$26.5K 0.26% 49
2023
Q1 		$812K Sell
32,188
-4
-0% -$100 0.26% 46
2022
Q4 		$792K Buy
32,192
+6,632
+26% +$163K 0.28% 48
2022
Q3 		$628K Buy
+25,560
New +$653K 0.25% 51

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

Tennessee Valley Asset Management Partners's SCHR Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 1.1% in Q2 2026, buying an estimated $89.5K and bringing the position to 334,196 shares worth $8.24M. The position accounts for 0.91% of the portfolio, ranked #17.

Tennessee Valley Asset Management Partners first reported a position in SCHR in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.33M in Q1 2025. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Tennessee Valley Asset Management Partners held 334,196 shares of Schwab Intermediately-Term US Treasury ETF worth $8.24M as of Q2 2026.
  • Tennessee Valley Asset Management Partners bought 3,622 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $89.5K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.91% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #17 holding.
  • Tennessee Valley Asset Management Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2022 and has held it in 16 quarters since.
  • Tennessee Valley Asset Management Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $8.33M in Q1 2025.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.