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World Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

World Investment 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 		$1.64M Buy
66,379
+46,930
+241% +$1.16M 0.03% 541
2026
Q1 		$484K Buy
19,449
+1,945
+11% +$48.7K 0.01% 1002
2025
Q4 		$439K Buy
+17,504
New +$441K 0.01% 983
2025
Q2 		– Sell
-14,872
Closed -$370K – 1190
2025
Q1 		$370K Buy
+14,872
New +$364K 0.01% 790

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

World Investment Advisors's SCHR Position: Q2 2026 in Review

World Investment Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 241% in Q2 2026, buying an estimated $1.16M and bringing the position to 66,379 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #541.

World Investment Advisors first reported a position in SCHR in Q1 2025 and has held it in 4 quarters since. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • World Investment Advisors held 66,379 shares of Schwab Intermediately-Term US Treasury ETF worth $1.64M as of Q2 2026.
  • World Investment Advisors bought 46,930 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $1.16M.
  • Schwab Intermediately-Term US Treasury ETF made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #541 holding.
  • World Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 4 quarters since.
  • 507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.