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Vise Technologies’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Vise Technologies’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 		$6.71M Buy
272,221
+156,062
+134% +$3.86M 0.08% 215
2026
Q1 		$2.91M Hold
116,159
– – 0.06% 267
2025
Q4 		$2.91M Buy
116,159
+6,833
+6% +$172K 0.06% 268
2025
Q3 		$2.75M Sell
109,326
-4,798
-4% -$120K 0.1% 189
2025
Q2 		$2.86M Buy
+114,124
New +$2.83M 0.12% 187
2024
Q4 		$2.97M Buy
122,079
+22,977
+23% +$565K 0.25% 80
2024
Q3 		$2.51M Sell
99,102
-4,592
-4% -$115K 0.32% 70
2024
Q2 		$2.53M Buy
103,694
+19,434
+23% +$470K 0.44% 51
2024
Q1 		$2.07M Sell
84,260
-5,018
-6% -$123K 0.41% 59
2023
Q4 		$2.22M Sell
89,278
-7,156
-7% -$173K 0.48% 54
2023
Q3 		$2.31M Buy
96,434
+29,810
+45% +$726K 0.57% 41
2023
Q2 		$1.64M Buy
66,624
+4,126
+7% +$103K 0.4% 57
2023
Q1 		$1.58M Buy
62,498
+18,164
+41% +$453K 0.42% 55
2022
Q4 		$1.09M Sell
44,334
-7,238
-14% -$178K 0.34% 69
2022
Q3 		$1.27M Buy
51,572
+8,014
+18% +$205K 0.48% 42
2022
Q2 		$1.12M Buy
+43,558
New +$1.13M 0.44% 55

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 22.9% 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

Vise Technologies's SCHR Position: Q2 2026 in Review

Vise Technologies increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 134% in Q2 2026, buying an estimated $3.86M and bringing the position to 272,221 shares worth $6.71M. The position accounts for 0.08% of the portfolio, ranked #215.

Vise Technologies first reported a position in SCHR in Q2 2022 and has held it in 16 quarters since. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Vise Technologies held 272,221 shares of Schwab Intermediately-Term US Treasury ETF worth $6.71M as of Q2 2026.
  • Vise Technologies bought 156,062 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $3.86M.
  • Schwab Intermediately-Term US Treasury ETF made up 0.08% of Vise Technologies's portfolio in Q2 2026, its #215 holding.
  • Vise Technologies first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2022 and has held it in 16 quarters since.
  • 507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.