True Link Financial Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

True Link Financial Advisors’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	$1.31M	Buy	53,016 +1,513	+3%	+$37.4K	0.08%	26
2026 Q1	$1.28M	Buy	51,503 +3,454	+7%	+$86.6K	0.08%	26
2025 Q4	$1.21M	Buy	48,049 +3,388	+8%	+$85.3K	0.07%	36
2025 Q3	$1.12M	Buy	44,661 +4,359	+11%	+$109K	0.07%	36
2025 Q2	$1.01M	Buy	40,302 +36	+0.1%	+$892	0.07%	37
2025 Q1	$1M	Buy	40,266 +12,115	+43%	+$297K	0.07%	35
2024 Q4	$684K	Buy	+28,151	New	+$693K	0.06%	29
2022 Q1	–	Sell	-606	Closed	-$17K	–	248
2021 Q4	$17K	Hold	606	–	–	﹤0.01%	587
2021 Q3	$17K	Hold	606	–	–	﹤0.01%	589
2021 Q2	$17K	Hold	606	–	–	﹤0.01%	527
2021 Q1	$17K	Hold	606	–	–	﹤0.01%	586
2020 Q4	$18K	Buy	+606	New	+$17.7K	﹤0.01%	619

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 22.9% 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

True Link Financial Advisors's SCHR Position: Q2 2026 in Review

True Link Financial Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 2.9% in Q2 2026, buying an estimated $37.4K and bringing the position to 53,016 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #26.

True Link Financial Advisors first reported a position in SCHR in Q4 2020 and has held it in 12 quarters since. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

True Link Financial Advisors held 53,016 shares of Schwab Intermediately-Term US Treasury ETF worth $1.31M as of Q2 2026.
True Link Financial Advisors bought 1,513 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $37.4K.
Schwab Intermediately-Term US Treasury ETF made up 0.08% of True Link Financial Advisors's portfolio in Q2 2026, its #26 holding.
True Link Financial Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and has held it in 12 quarters since.
507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.