Truist Financial
SCHR

Truist Financial’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Truist Financial’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 		– Sell
-36,652
Closed -$913K – 3000
2026
Q1 		$913K Buy
36,652
+18,771
+105% +$470K ﹤0.01% 1755
2025
Q4 		$448K Sell
17,881
-777
-4% -$19.6K ﹤0.01% 2107
2025
Q3 		$469K Buy
18,658
+1,401
+8% +$35K ﹤0.01% 2070
2025
Q2 		$432K Sell
17,257
-36,909
-68% -$915K ﹤0.01% 2020
2025
Q1 		$1.35M Buy
+54,166
New +$1.33M ﹤0.01% 1399
2024
Q1 		– Sell
-211,764
Closed -$5.26M – 2724
2023
Q4 		$5.26M Sell
211,764
-396
-0.2% -$9.57K 0.01% 850
2023
Q3 		$5.09M Buy
212,160
+42,394
+25% +$1.03M 0.01% 834
2023
Q2 		$4.18M Buy
169,766
+32,024
+23% +$802K 0.01% 901
2023
Q1 		$3.47M Buy
137,742
+5,234
+4% +$130K 0.01% 979
2022
Q4 		$3.26M Buy
132,508
+18,270
+16% +$450K 0.01% 988
2022
Q3 		$2.81M Buy
114,238
+45,258
+66% +$1.16M 0.01% 1010
2022
Q2 		$1.78M Buy
68,980
+15,626
+29% +$404K ﹤0.01% 1280
2022
Q1 		$1.42M Buy
+53,354
New +$1.46M ﹤0.01% 1453

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

Truist Financial's SCHR Position: Q2 2026 in Review

Truist Financial sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 36,652 shares — an estimated $913K sold.

Truist Financial first reported a position in SCHR in Q1 2022 and held it in 13 quarters. The position peaked at $5.26M in Q4 2023. 506 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Truist Financial reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Truist Financial sold 36,652 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $913K.
  • Truist Financial first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2022 and held it in 13 quarters.
  • Truist Financial's Schwab Intermediately-Term US Treasury ETF position peaked at $5.26M in Q4 2023.
  • 506 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.