AG
SCHR

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

Advocate 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 		$11.7M Buy
474,914
+44,915
+10% +$1.11M 1.76% 11
2026
Q1 		$10.7M Buy
429,999
+24,594
+6% +$616K 1.68% 13
2025
Q4 		$10.2M Buy
405,405
+69,007
+21% +$1.74M 1.64% 19
2025
Q3 		$8.45M Buy
336,398
+74,513
+28% +$1.86M 1.39% 26
2025
Q2 		$6.55M Buy
261,885
+4,266
+2% +$106K 1.17% 40
2025
Q1 		$6.4M Buy
257,619
+9,155
+4% +$224K 1.17% 40
2024
Q4 		$6.04M Buy
248,464
+20,202
+9% +$497K 1.14% 39
2024
Q3 		$5.78M Buy
228,262
+25,230
+12% +$630K 1.05% 41
2024
Q2 		$4.95M Buy
203,032
+2,228
+1% +$53.9K 1% 44
2024
Q1 		$4.92M Buy
200,804
+52,148
+35% +$1.28M 0.98% 46
2023
Q4 		$3.7M Buy
148,656
+92,322
+164% +$2.23M 0.79% 57
2023
Q3 		$1.35M Buy
56,334
+6,246
+12% +$152K 0.31% 73
2023
Q2 		$1.23M Buy
+50,088
New +$1.26M 0.27% 73

Other funds holding SCHR

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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Advocate Group's SCHR Position: Q2 2026 in Review

Advocate Group increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 10% in Q2 2026, buying an estimated $1.11M and bringing the position to 474,914 shares worth $11.7M. The position accounts for 1.76% of the portfolio, ranked #11.

Advocate Group first reported a position in SCHR in Q2 2023 and has held it in 13 quarters since. 221 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Advocate Group held 474,914 shares of Schwab Intermediately-Term US Treasury ETF worth $11.7M as of Q2 2026.
  • Advocate Group bought 44,915 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $1.11M.
  • Schwab Intermediately-Term US Treasury ETF made up 1.76% of Advocate Group's portfolio in Q2 2026, its #11 holding.
  • Advocate Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • 221 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.