VERPA
SCHR

Virginia Estate & Retirement Planning Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Virginia Estate & Retirement Planning 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 		$404K Buy
+404,337
New +$9.99M 0.49% 16

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

Virginia Estate & Retirement Planning Advisors's SCHR Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 404,337 shares worth $404K. The stake represents 0.49% of the portfolio and ranks #16 among its holdings.

497 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 404,337 shares of Schwab Intermediately-Term US Treasury ETF worth $404K as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Virginia Estate & Retirement Planning Advisors position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.49% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #16 holding.
  • 497 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.