WT Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

WT Wealth Management’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	$5.15M	Buy	208,643 +9,490	+5%	+$235K	1.42%	23
2026 Q1	$4.96M	Sell	199,153 -16,255	-8%	-$407K	1.47%	21
2025 Q4	$5.4M	Buy	215,408 +4,040	+2%	+$102K	1.55%	18
2025 Q3	$5.31M	Sell	211,368 -48,127	-19%	-$1.2M	1.53%	20
2025 Q2	$6.5M	Sell	259,495 -735	-0.3%	-$18.2K	1.92%	17
2025 Q1	$6.47M	Sell	260,230 -93,754	-26%	-$2.3M	2.1%	15
2024 Q4	$8.6M	Sell	353,984 -384,308	-52%	-$9.46M	2.7%	9
2024 Q3	$9.19M	Buy	738,292 +595,726	+418%	+$14.9M	2.94%	8
2024 Q2	$3.48M	Buy	142,566 +74,764	+110%	+$1.81M	1.19%	29
2024 Q1	$1.66M	Buy	67,802 +47,064	+227%	+$1.16M	0.59%	53
2023 Q4	$516K	Sell	20,738 -2,394	-10%	-$57.8K	0.2%	77
2023 Q3	$554K	Sell	23,132 -1,214	-5%	-$29.5K	0.24%	74
2023 Q2	$600K	Sell	24,346 -1,782	-7%	-$44.6K	0.25%	78
2023 Q1	$659K	Sell	26,128 -4,552	-15%	-$113K	0.28%	84
2022 Q4	$755K	Sell	30,680 -38,518	-56%	-$948K	0.37%	65
2022 Q3	$1.7M	Sell	69,198 -84,734	-55%	-$2.17M	0.86%	32
2022 Q2	$3.97M	Sell	153,932 -62,138	-29%	-$1.61M	1.96%	13
2022 Q1	$5.75M	Buy	216,070 +48,696	+29%	+$1.33M	2.21%	8
2021 Q4	$4.7M	Sell	167,374 -50,762	-23%	-$1.43M	1.72%	14
2021 Q3	$6.18M	Buy	218,136 +29,490	+16%	+$844K	2.38%	7
2021 Q2	$5.36M	Buy	188,646 +1,466	+0.8%	+$41.6K	2.17%	7
2021 Q1	$5.28M	Buy	187,180 +115,262	+160%	+$3.31M	2.44%	6
2020 Q4	$2.09M	Buy	71,918 +5,748	+9%	+$167K	1.14%	24
2020 Q3	$1.94M	Buy	66,170 +31,062	+88%	+$912K	1.29%	20
2020 Q2	$1.03M	Sell	35,108 -39,716	-53%	-$1.16M	0.83%	30
2020 Q1	$2.2M	Buy	74,824 +424	+0.6%	+$12K	2.32%	9
2019 Q4	$2.04M	Buy	74,400 +6,818	+10%	+$188K	1.55%	16
2019 Q3	$1.88M	Buy	+67,582	New	+$1.87M	1.63%	15

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

WT Wealth Management's SCHR Position: Q2 2026 in Review

WT Wealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4.8% in Q2 2026, buying an estimated $235K and bringing the position to 208,643 shares worth $5.15M. The position accounts for 1.42% of the portfolio, ranked #23.

WT Wealth Management first reported a position in SCHR in Q3 2019 and has held it in 28 quarters since. The position peaked at $9.19M in Q3 2024. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

WT Wealth Management held 208,643 shares of Schwab Intermediately-Term US Treasury ETF worth $5.15M as of Q2 2026.
WT Wealth Management bought 9,490 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $235K.
Schwab Intermediately-Term US Treasury ETF made up 1.42% of WT Wealth Management's portfolio in Q2 2026, its #23 holding.
WT Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2019 and has held it in 28 quarters since.
WT Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $9.19M in Q3 2024.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.