Tradition Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Tradition Wealth 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	$23.6M	Buy	956,897 +46,962	+5%	+$1.16M	1.44%	15
2026 Q1	$22.7M	Sell	909,935 -41,694	-4%	-$1.05M	1.61%	12
2025 Q4	$23.9M	Buy	951,629 +47,658	+5%	+$1.2M	1.71%	8
2025 Q3	$22.7M	Buy	903,971 +42,359	+5%	+$1.06M	1.68%	8
2025 Q2	$21.6M	Buy	861,612 +16,038	+2%	+$397K	1.72%	10
2025 Q1	$21M	Buy	845,574 +42,993	+5%	+$1.05M	1.85%	9
2024 Q4	$19.5M	Buy	802,581 +50,453	+7%	+$1.24M	1.72%	11
2024 Q3	$19M	Buy	752,128 +18,668	+3%	+$466K	1.7%	13
2024 Q2	$17.9M	Buy	733,460 +81,866	+13%	+$1.98M	1.73%	14
2024 Q1	$16M	Buy	651,594 +53,138	+9%	+$1.31M	1.62%	17
2023 Q4	$14.9M	Buy	598,456 +211,032	+54%	+$5.1M	1.56%	16
2023 Q3	$9.29M	Buy	387,424 +173,690	+81%	+$4.23M	1.11%	23
2023 Q2	$5.27M	Buy	213,734 +210,676	+6,889%	+$5.28M	0.61%	45
2023 Q1	$77K	Buy	3,058 +1,230	+67%	+$30.7K	0.01%	510
2022 Q4	$45K	Hold	1,828	–	–	0.01%	558
2022 Q3	$45K	Hold	1,828	–	–	0.01%	534
2022 Q2	$47K	Hold	1,828	–	–	0.01%	469
2022 Q1	$49K	Hold	1,828	–	–	0.01%	524
2021 Q4	$51K	Hold	1,828	–	–	0.01%	519
2021 Q3	$52K	Hold	1,828	–	–	0.01%	498
2021 Q2	$52K	Hold	1,828	–	–	0.01%	515
2021 Q1	$52K	Hold	1,828	–	–	0.01%	431
2020 Q4	$53K	Buy	+1,828	New	+$53.3K	0.01%	403

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Tradition Wealth Management's SCHR Position: Q2 2026 in Review

Tradition Wealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 5.2% in Q2 2026, buying an estimated $1.16M and bringing the position to 956,897 shares worth $23.6M. The position accounts for 1.44% of the portfolio, ranked #15.

Tradition Wealth Management first reported a position in SCHR in Q4 2020 and has held it in 23 quarters since. The position peaked at $23.9M in Q4 2025. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Tradition Wealth Management held 956,897 shares of Schwab Intermediately-Term US Treasury ETF worth $23.6M as of Q2 2026.
Tradition Wealth Management bought 46,962 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $1.16M.
Schwab Intermediately-Term US Treasury ETF made up 1.44% of Tradition Wealth Management's portfolio in Q2 2026, its #15 holding.
Tradition Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and has held it in 23 quarters since.
Tradition Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $23.9M in Q4 2025.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.