TCM
SCHR

Twele Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Twele Capital 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 		$569K Buy
23,081
+2,104
+10% +$52K 0.09% 34
2026
Q1 		$523K Buy
20,977
+111
+0.5% +$2.78K 0.09% 34
2025
Q4 		$523K Buy
20,866
+394
+2% +$9.91K 0.09% 35
2025
Q3 		$514K Buy
20,472
+911
+5% +$22.8K 0.09% 35
2025
Q2 		$490K Buy
19,561
+370
+2% +$9.17K 0.1% 35
2025
Q1 		$477K Buy
19,191
+487
+3% +$11.9K 0.1% 34
2024
Q4 		$454K Buy
18,704
+436
+2% +$10.7K 0.1% 35
2024
Q3 		$462K Sell
18,268
-2,848
-13% -$71.2K 0.1% 35
2024
Q2 		$515K Buy
21,116
+2
+0% +$48 0.12% 31
2024
Q1 		$518K Buy
21,114
+1,430
+7% +$35.2K 0.12% 31
2023
Q4 		$489K Sell
19,684
-5,366
-21% -$130K 0.08% 36
2023
Q3 		$600K Sell
25,050
-1,668
-6% -$40.6K 0.1% 33
2023
Q2 		$658K Sell
26,718
-24
-0.1% -$601 0.11% 32
2023
Q1 		$674K Sell
26,742
-864
-3% -$21.5K 0.11% 33
2022
Q4 		$680K Buy
27,606
+3,558
+15% +$87.6K 0.11% 33
2022
Q3 		$591K Sell
24,048
-4,242
-15% -$108K 0.1% 33
2022
Q2 		$730K Sell
28,290
-296
-1% -$7.65K 0.11% 35
2022
Q1 		$761K Sell
28,586
-1,338
-4% -$36.5K 0.1% 35
2021
Q4 		$840K Buy
29,924
+354
+1% +$9.96K 0.11% 35
2021
Q3 		$838K Buy
29,570
+652
+2% +$18.7K 0.11% 35
2021
Q2 		$822K Sell
28,918
-722
-2% -$20.5K 0.13% 37
2021
Q1 		$836K Buy
29,640
+532
+2% +$15.3K 0.13% 38
2020
Q4 		$847K Buy
29,108
+3,712
+15% +$108K 0.15% 35
2020
Q3 		$745K Buy
25,396
+1,656
+7% +$48.6K 0.14% 36
2020
Q2 		$698K Buy
23,740
+2,316
+11% +$67.9K 0.14% 36
2020
Q1 		$630K Sell
21,424
-2,088
-9% -$59K 0.14% 35
2019
Q4 		$646K Buy
23,512
+6,314
+37% +$174K 0.12% 37
2019
Q3 		$478K Buy
17,198
+640
+4% +$17.7K 0.09% 39
2019
Q2 		$455K Buy
16,558
+2,888
+21% +$77.9K 0.09% 39
2019
Q1 		$368K Buy
13,670
+1,272
+10% +$33.7K 0.08% 41
2018
Q4 		$328K Buy
12,398
+706
+6% +$18.3K 0.08% 42
2018
Q3 		$303K Sell
11,692
-156
-1% -$4.06K 0.07% 40
2018
Q2 		$310K Buy
11,848
+46
+0.4% +$1.2K 0.07% 39
2018
Q1 		$310K Sell
11,802
-730
-6% -$19.2K 0.07% 39
2017
Q4 		$334K Buy
12,532
+162
+1% +$4.34K 0.08% 39
2017
Q3 		$333K Hold
12,370
– – 0.08% 38
2017
Q2 		$334K Sell
12,370
-1,346
-10% -$36.4K 0.08% 37
2017
Q1 		$368K Buy
13,716
+220
+2% +$5.88K 0.1% 39
2016
Q4 		$360K Buy
13,496
+2,528
+23% +$68.5K 0.1% 38
2016
Q3 		$305K Buy
10,968
+666
+6% +$18.5K 0.08% 39
2016
Q2 		$288K Buy
10,302
+1,134
+12% +$31.3K 0.08% 39
2016
Q1 		$253K Sell
9,168
-112,196
-92% -$3.07M 0.07% 41
2015
Q4 		$3.25M Sell
121,364
-1,498
-1% -$40.4K 0.98% 27
2015
Q3 		$3.35M Sell
122,862
-6,400
-5% -$173K 1% 27
2015
Q2 		$3.46M Buy
129,262
+6,944
+6% +$187K 0.99% 27
2015
Q1 		$3.33M Hold
122,318
– – 0.94% 27
2014
Q4 		$3.28M Hold
122,318
– – 0.95% 27
2014
Q3 		$3.24M Hold
122,318
– – 0.96% 26
2014
Q2 		$3.25M Hold
122,318
– – 0.97% 28
2014
Q1 		$3.21M Buy
122,318
+228
+0.2% +$6K 0.97% 27
2013
Q4 		$3.18M Sell
122,090
-250
-0.2% -$6.59K 1% 27
2013
Q3 		$3.23M Sell
122,340
-280
-0.2% -$7.34K 1.06% 25
2013
Q2 		$3.23M Buy
+122,620
New +$3.3M 1.11% 25

Other funds holding SCHR

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

Twele Capital Management's SCHR Position: Q2 2026 in Review

Twele Capital Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 10% in Q2 2026, buying an estimated $52K and bringing the position to 23,081 shares worth $569K. The position accounts for 0.09% of the portfolio, ranked #34.

Twele Capital Management first reported a position in SCHR in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.46M in Q2 2015. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Twele Capital Management held 23,081 shares of Schwab Intermediately-Term US Treasury ETF worth $569K as of Q2 2026.
  • Twele Capital Management bought 2,104 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $52K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.09% of Twele Capital Management's portfolio in Q2 2026, its #34 holding.
  • Twele Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2013 and has held it in 53 quarters since.
  • Twele Capital Management's Schwab Intermediately-Term US Treasury ETF position peaked at $3.46M in Q2 2015.
  • 86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.