A4 Wealth Advisors
SCHR icon

A4 Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

A4 Wealth 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
Q3 		$7.16M Buy
302,152
+28,307
+10% +$688K 4.68% 6
2026
Q2 		$6.75M Buy
273,845
+208,034
+316% +$5.14M 4.48% 6
2026
Q1 		$1.64M Buy
+65,811
New +$1.65M 1.34% 17

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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Cornerstone Wealth Advisors
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

A4 Wealth Advisors's SCHR Position: Q3 2026 in Review

A4 Wealth Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 10% in Q3 2026, buying an estimated $688K and bringing the position to 302,152 shares worth $7.16M. The position accounts for 4.68% of the portfolio, ranked #6.

A4 Wealth Advisors first reported a position in SCHR in Q1 2026 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • A4 Wealth Advisors held 302,152 shares of Schwab Intermediately-Term US Treasury ETF worth $7.16M as of Q3 2026.
  • A4 Wealth Advisors bought 28,307 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $688K.
  • Schwab Intermediately-Term US Treasury ETF made up 4.68% of A4 Wealth Advisors's portfolio in Q3 2026, its #6 holding.
  • A4 Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.