Altiora Financial Group
SCHR icon

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

Altiora Financial 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 		$15.5M Sell
655,081
-32,433
-5% -$788K 2.54% 9
2026
Q2 		$17M Buy
687,514
+34,709
+5% +$858K 2.67% 7
2026
Q1 		$16.3M Buy
652,805
+8,509
+1% +$213K 2.68% 9
2025
Q4 		$16.2M Buy
644,296
+9,049
+1% +$228K 2.78% 9
2025
Q3 		$16M Buy
635,247
+2,875
+0.5% +$71.8K 2.92% 8
2025
Q2 		$15.8M Buy
632,372
+83
+0% +$2.06K 3.09% 7
2025
Q1 		$15.7M Sell
632,289
-6,502
-1% -$159K 3.34% 7
2024
Q4 		$15.5M Sell
638,791
-41,537
-6% -$1.02M 3.38% 6
2024
Q3 		$17.2M Sell
680,328
-7,150
-1% -$179K 3.81% 6
2024
Q2 		$16.8M Buy
687,478
+260,456
+61% +$6.31M 4.02% 6
2024
Q1 		$10.5M Sell
427,022
-25,494
-6% -$627K 2.84% 9
2023
Q4 		$11.2M Buy
452,516
+290,674
+180% +$7.02M 3.26% 8
2023
Q3 		$3.88M Sell
161,842
-154,222
-49% -$3.75M 1.8% 12
2023
Q2 		$7.79M Sell
316,064
-2,392
-0.8% -$59.9K 3.42% 7
2023
Q1 		$8.03M Buy
318,456
+20,950
+7% +$522K 3.7% 6
2022
Q4 		$7.32M Buy
+297,506
New +$7.32M 3.66% 6

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Avidian Wealth Enterprises
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Altiora Financial Group's SCHR Position: Q3 2026 in Review

Altiora Financial Group reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4.7% in Q3 2026, selling an estimated $788K and leaving 655,081 shares worth $15.5M. The position accounts for 2.54% of the portfolio, ranked #9.

Altiora Financial Group first reported a position in SCHR in Q4 2022 and has held it in 16 quarters since. The position peaked at $17.2M in Q3 2024. 319 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Altiora Financial Group held 655,081 shares of Schwab Intermediately-Term US Treasury ETF worth $15.5M as of Q3 2026.
  • Altiora Financial Group sold 32,433 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $788K.
  • Schwab Intermediately-Term US Treasury ETF made up 2.54% of Altiora Financial Group's portfolio in Q3 2026, its #9 holding.
  • Altiora Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 16 quarters since.
  • Altiora Financial Group's Schwab Intermediately-Term US Treasury ETF position peaked at $17.2M in Q3 2024.
  • 319 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Altiora Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.