Wiser Advisor Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Wiser Advisor Group’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	$2.14K	Buy	87 +1	+1%	+$25	﹤0.01%	218
2026 Q1	$2.14K	Sell	86 -57	-40%	-$1.43K	﹤0.01%	215
2025 Q4	$3.6K	Buy	143 +1	+0.7%	+$25	﹤0.01%	209
2025 Q3	$3.58K	Buy	+142	New	+$3.55K	﹤0.01%	218
2025 Q2	–	Sell	-229	Closed	-$5.69K	–	215
2025 Q1	$5.69K	Buy	229 +5	+2%	+$122	0.01%	204
2024 Q4	$5.44K	Buy	224 +4	+2%	+$98	0.01%	207
2024 Q3	$5.56K	Sell	220 -186	-46%	-$4.65K	0.01%	209
2024 Q2	$9.86K	Buy	406 +82	+25%	+$1.99K	0.02%	191
2024 Q1	$8.04K	Sell	324 -2	-0.6%	-$49	0.01%	204
2023 Q4	$8.11K	Buy	+326	New	+$7.88K	0.01%	194

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

Wiser Advisor Group's SCHR Position: Q2 2026 in Review

Wiser Advisor Group increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 1.2% in Q2 2026, buying an estimated $25 and bringing the position to 87 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Wiser Advisor Group first reported a position in SCHR in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.86K in Q2 2024. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Wiser Advisor Group held 87 shares of Schwab Intermediately-Term US Treasury ETF worth $2.14K as of Q2 2026.
Wiser Advisor Group bought 1 Schwab Intermediately-Term US Treasury ETF share in Q2 2026, an estimated $25.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #218 holding.
Wiser Advisor Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's Schwab Intermediately-Term US Treasury ETF position peaked at $9.86K in Q2 2024.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.