Van Strum & Towne’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Van Strum & Towne’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	$672K	Hold	27,245	–	–	0.18%	61
2026 Q1	$679K	Buy	27,245 +2,480	+10%	+$62.2K	0.2%	61
2025 Q4	$621K	Buy	24,765 +16,115	+186%	+$406K	0.17%	70
2025 Q3	$217K	Hold	8,650	–	–	0.06%	108
2025 Q2	$217K	Buy	8,650 +600	+7%	+$14.9K	0.07%	108
2025 Q1	$200K	Buy	+8,050	New	+$197K	0.07%	114
2024 Q4	–	Sell	-8,050	Closed	-$204K	–	110
2024 Q3	$204K	Buy	+8,050	New	+$201K	0.07%	105

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

Van Strum & Towne's SCHR Position: Q2 2026 in Review

Van Strum & Towne held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 27,245 shares worth $672K. The position accounts for 0.18% of the portfolio, ranked #61.

Van Strum & Towne first reported a position in SCHR in Q3 2024 and has held it in 7 quarters since. The position peaked at $679K in Q1 2026. 506 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Van Strum & Towne held 27,245 shares of Schwab Intermediately-Term US Treasury ETF worth $672K as of Q2 2026.
Van Strum & Towne left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Intermediately-Term US Treasury ETF made up 0.18% of Van Strum & Towne's portfolio in Q2 2026, its #61 holding.
Van Strum & Towne first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2024 and has held it in 7 quarters since.
Van Strum & Towne's Schwab Intermediately-Term US Treasury ETF position peaked at $679K in Q1 2026.
506 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Van Strum & Towne's 13F filing for Q2 2026, filed 3 Aug 2026.