Wagner Wealth Management (South Carolina)’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Wagner Wealth Management (South Carolina)’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	$158	Hold	6	–	–	﹤0.01%	282
2026 Q1	$158	Hold	6	–	–	﹤0.01%	278
2025 Q4	$158	Hold	6	–	–	﹤0.01%	264
2025 Q3	$156	Hold	6	–	–	﹤0.01%	245
2025 Q2	$154	Sell	6 -86	-93%	-$2.13K	﹤0.01%	250
2025 Q1	$2.29K	Buy	92 +6	+7%	+$147	﹤0.01%	214
2024 Q4	$2.08K	Buy	86 +34	+65%	+$837	﹤0.01%	217
2024 Q3	$1.32K	Buy	52 +6	+13%	+$150	﹤0.01%	215
2024 Q2	$1.12K	Buy	46 +4	+10%	+$97	﹤0.01%	249
2024 Q1	$1.03K	Buy	42 +10	+31%	+$246	﹤0.01%	242
2023 Q4	$796	Buy	32 +4	+14%	+$97	﹤0.01%	225
2023 Q3	$671	Buy	28 +24	+600%	+$584	﹤0.01%	204
2023 Q2	$99	Buy	4 +2	+100%	+$50	﹤0.01%	217
2023 Q1	$50	Hold	2	–	–	﹤0.01%	213
2022 Q4	$49	Buy	+2	New	+$49	﹤0.01%	233

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

Wagner Wealth Management (South Carolina)'s SCHR Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 6 shares worth $158. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Wagner Wealth Management (South Carolina) first reported a position in SCHR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.29K in Q1 2025. 502 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Wagner Wealth Management (South Carolina) held 6 shares of Schwab Intermediately-Term US Treasury ETF worth $158 as of Q2 2026.
Wagner Wealth Management (South Carolina) left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #282 holding.
Wagner Wealth Management (South Carolina) first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 15 quarters since.
Wagner Wealth Management (South Carolina)'s Schwab Intermediately-Term US Treasury ETF position peaked at $2.29K in Q1 2025.
502 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.