WealthCare Investment Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

WealthCare Investment Partners’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	$2.69M	Sell	109,091 -40,290	-27%	-$996K	0.65%	48
2026 Q1	$3.71M	Buy	149,381 +52,318	+54%	+$1.31M	1.03%	28
2025 Q4	$2.43M	Buy	97,063 +13,080	+16%	+$329K	0.71%	42
2025 Q3	$2.11M	Buy	83,983 +17,997	+27%	+$450K	0.68%	42
2025 Q2	$1.64M	Buy	65,986 +11,159	+20%	+$277K	0.59%	48
2025 Q1	$1.36M	Sell	54,827 -8,343	-13%	-$204K	0.58%	51
2024 Q4	$1.53M	Sell	63,170 -36,132	-36%	-$889K	0.67%	42
2024 Q3	$2.47M	Sell	99,302 -32,164	-24%	-$804K	1.08%	29
2024 Q2	$3.21M	Sell	131,466 -2,030	-2%	-$49.1K	1.49%	18
2024 Q1	$3.27M	Buy	133,496 +11,338	+9%	+$279K	1.58%	18
2023 Q4	$3.02M	Buy	122,158 +5,014	+4%	+$121K	1.65%	14
2023 Q3	$2.79M	Buy	117,144 +13,738	+13%	+$334K	1.69%	14
2023 Q2	$2.53M	Buy	103,406 +72,694	+237%	+$1.82M	1.52%	16
2023 Q1	$774K	Buy	+30,712	New	+$765K	0.47%	57

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

WealthCare Investment Partners's SCHR Position: Q2 2026 in Review

WealthCare Investment Partners reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 27% in Q2 2026, selling an estimated $996K and leaving 109,091 shares worth $2.69M. The position accounts for 0.65% of the portfolio, ranked #48.

WealthCare Investment Partners first reported a position in SCHR in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.71M in Q1 2026. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

WealthCare Investment Partners held 109,091 shares of Schwab Intermediately-Term US Treasury ETF worth $2.69M as of Q2 2026.
WealthCare Investment Partners sold 40,290 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $996K.
Schwab Intermediately-Term US Treasury ETF made up 0.65% of WealthCare Investment Partners's portfolio in Q2 2026, its #48 holding.
WealthCare Investment Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and has held it in 14 quarters since.
WealthCare Investment Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $3.71M in Q1 2026.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.