Asset Allocation Strategies
SCHR icon

Asset Allocation Strategies’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Asset Allocation Strategies’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 		$296K Buy
12,491
+996
+9% +$24.2K 0.04% 146
2026
Q2 		$283K Sell
11,495
-94
-0.8% -$2.32K 0.04% 154
2026
Q1 		$289K Buy
11,589
+419
+4% +$10.5K 0.05% 143
2025
Q4 		$280K Sell
11,170
-1,580
-12% -$39.8K 0.05% 139
2025
Q3 		$320K Buy
12,750
+1,821
+17% +$45.5K 0.06% 127
2025
Q2 		$274K Sell
10,929
-665
-6% -$16.5K 0.06% 123
2025
Q1 		$288K Buy
11,594
+448
+4% +$11K 0.07% 113
2024
Q4 		$270K Buy
+11,146
New +$274K 0.07% 114

Other funds holding SCHR

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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

Asset Allocation Strategies's SCHR Position: Q3 2026 in Review

Asset Allocation Strategies increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 8.7% in Q3 2026, buying an estimated $24.2K and bringing the position to 12,491 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #146.

Asset Allocation Strategies first reported a position in SCHR in Q4 2024 and has held it in 8 quarters since. The position peaked at $320K in Q3 2025. 149 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Asset Allocation Strategies held 12,491 shares of Schwab Intermediately-Term US Treasury ETF worth $296K as of Q3 2026.
  • Asset Allocation Strategies bought 996 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $24.2K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.04% of Asset Allocation Strategies's portfolio in Q3 2026, its #146 holding.
  • Asset Allocation Strategies first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 8 quarters since.
  • Asset Allocation Strategies's Schwab Intermediately-Term US Treasury ETF position peaked at $320K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Asset Allocation Strategies's 13F filing for Q3 2026, filed 20 Oct 2026.