Tucker Asset Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Tucker Asset 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	–	Sell	-34	Closed	-$847	–	449
2026 Q1	$847	Buy	34 +4	+13%	+$100	﹤0.01%	360
2025 Q4	$752	Hold	30	–	–	﹤0.01%	965
2025 Q3	$754	Hold	30	–	–	﹤0.01%	306
2025 Q2	$751	Sell	30 -542	-95%	-$13.4K	﹤0.01%	286
2025 Q1	$14.2K	Hold	572	–	–	﹤0.01%	216
2024 Q4	$13.9K	Sell	572 -200	-26%	-$4.92K	﹤0.01%	656
2024 Q3	$19.5K	Buy	772 +720	+1,385%	+$18K	﹤0.01%	546
2024 Q2	$1.27K	Buy	52 +22	+73%	+$533	﹤0.01%	1403
2024 Q1	$736	Hold	30	–	–	﹤0.01%	1468
2023 Q4	$746	Hold	30	–	–	﹤0.01%	1282
2023 Q3	$719	Hold	30	–	–	﹤0.01%	1222
2023 Q2	$739	Hold	30	–	–	﹤0.01%	1001
2023 Q1	$756	Hold	30	–	–	﹤0.01%	1020
2022 Q4	$740	Sell	30 -604	-95%	-$14.9K	﹤0.01%	673
2022 Q3	$15.4K	Buy	634 +604	+2,013%	+$15.4K	0.01%	272
2022 Q2	$774	Hold	30	–	–	﹤0.01%	561
2022 Q1	$799	Hold	30	–	–	﹤0.01%	517
2021 Q4	$843	Hold	30	–	–	﹤0.01%	413
2021 Q3	$843	Hold	30	–	–	﹤0.01%	347
2021 Q2	$853	Hold	30	–	–	﹤0.01%	325
2021 Q1	$846	Hold	30	–	–	﹤0.01%	314
2020 Q4	$873	Buy	+30	New	+$874	﹤0.01%	331

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

Tucker Asset Management's SCHR Position: Q2 2026 in Review

Tucker Asset Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 34 shares — an estimated $847 sold.

Tucker Asset Management first reported a position in SCHR in Q4 2020 and held it in 22 quarters. The position peaked at $19.5K in Q3 2024. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Tucker Asset Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Tucker Asset Management sold 34 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $847.
Tucker Asset Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and held it in 22 quarters.
Tucker Asset Management's Schwab Intermediately-Term US Treasury ETF position peaked at $19.5K in Q3 2024.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.