Activest Wealth Management
SCHR icon

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

Activest 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
Q3 		$24 Hold
1
– – ﹤0.01% 1040
2026
Q2 		$25 Hold
1
– – ﹤0.01% 1317
2026
Q1 		$25 Buy
+1
New +$25 ﹤0.01% 1203

Other funds holding SCHR

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
Beacon Wealthcare LLC
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

Activest Wealth Management's SCHR Position: Q3 2026 in Review

Activest Wealth Management held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q3 2026 at 1 share worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Activest Wealth Management first reported a position in SCHR in Q1 2026 and has held it in 3 quarters since. The position peaked at $25 in Q2 2026. 129 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Activest Wealth Management held 1 share of Schwab Intermediately-Term US Treasury ETF worth $24 as of Q3 2026.
  • Activest Wealth Management left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q3 2026.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #1040 holding.
  • Activest Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • Activest Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $25 in Q2 2026.
  • 129 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.