Washington Trust Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Washington Trust 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	$220K	Sell	8,925 -175	-2%	-$4.33K	0.02%	225
2026 Q1	$227K	Sell	9,100 -50	-0.5%	-$1.25K	0.02%	210
2025 Q4	$229K	Sell	9,150 -625	-6%	-$15.7K	0.02%	211
2025 Q3	$246K	Hold	9,775	–	–	0.02%	206
2025 Q2	$245K	Sell	9,775 -225	-2%	-$5.58K	0.02%	183
2025 Q1	$249K	Hold	10,000	–	–	0.02%	180
2024 Q4	$243K	Sell	10,000 -1,508	-13%	-$37.1K	0.02%	181
2024 Q3	$291K	Hold	11,508	–	–	0.03%	165
2024 Q2	$281K	Hold	11,508	–	–	0.03%	164
2024 Q1	$282K	Hold	11,508	–	–	0.03%	162
2023 Q4	$286K	Buy	+11,508	New	+$278K	0.03%	156

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 22.9% 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

Washington Trust Advisors's SCHR Position: Q2 2026 in Review

Washington Trust Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 1.9% in Q2 2026, selling an estimated $4.33K and leaving 8,925 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #225.

Washington Trust Advisors first reported a position in SCHR in Q4 2023 and has held it in 11 quarters since. The position peaked at $291K in Q3 2024. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Washington Trust Advisors held 8,925 shares of Schwab Intermediately-Term US Treasury ETF worth $220K as of Q2 2026.
Washington Trust Advisors sold 175 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $4.33K.
Schwab Intermediately-Term US Treasury ETF made up 0.02% of Washington Trust Advisors's portfolio in Q2 2026, its #225 holding.
Washington Trust Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Washington Trust Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $291K in Q3 2024.
507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.