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 Q3	$12.5M	Buy	527,470 +52,556	+11%	+$1.28M	1.94%	9
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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Advocate Group's SCHR Position: Q3 2026 in Review

Advocate Group increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 11% in Q3 2026, buying an estimated $1.28M and bringing the position to 527,470 shares worth $12.5M. The position accounts for 1.94% of the portfolio, ranked #9.

Advocate Group first reported a position in SCHR in Q2 2023 and has held it in 14 quarters since. 214 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Advocate Group held 527,470 shares of Schwab Intermediately-Term US Treasury ETF worth $12.5M as of Q3 2026.
Advocate Group bought 52,556 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $1.28M.
Schwab Intermediately-Term US Treasury ETF made up 1.94% of Advocate Group's portfolio in Q3 2026, its #9 holding.
Advocate Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and has held it in 14 quarters since.
214 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.