TS
SCHR

TradeWell Securities’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

TradeWell Securities’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 		$699K Buy
28,365
+12,286
+76% +$304K 0.25% 30
2026
Q1 		$400K Buy
+16,079
New +$403K 0.17% 37

Other funds holding SCHR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TradeWell Securities's SCHR Position: Q2 2026 in Review

TradeWell Securities increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 76% in Q2 2026, buying an estimated $304K and bringing the position to 28,365 shares worth $699K. The position accounts for 0.25% of the portfolio, ranked #30.

TradeWell Securities first reported a position in SCHR in Q1 2026 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • TradeWell Securities held 28,365 shares of Schwab Intermediately-Term US Treasury ETF worth $699K as of Q2 2026.
  • TradeWell Securities bought 12,286 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $304K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.25% of TradeWell Securities's portfolio in Q2 2026, its #30 holding.
  • TradeWell Securities first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 230 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.