Ausdal Financial Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.25M Buy
172,242
+5,701
+3% +$141K 0.17% 142
2026
Q1
$4.15M Buy
166,541
+14,166
+9% +$355K 0.18% 136
2025
Q4
$3.82M Buy
152,375
+18,374
+14% +$462K 0.18% 143
2025
Q3
$3.37M Buy
134,001
+14,562
+12% +$364K 0.16% 149
2025
Q2
$2.99M Sell
119,439
-15,375
-11% -$381K 0.2% 120
2025
Q1
$3.35M Buy
134,814
+11,472
+9% +$281K 0.25% 96
2024
Q4
$3M Buy
123,342
+27,374
+29% +$674K 0.26% 95
2024
Q3
$2.43M Buy
95,968
+6,442
+7% +$161K 0.25% 94
2024
Q2
$2.18M Buy
89,526
+7,616
+9% +$184K 0.23% 100
2024
Q1
$2.01M Buy
81,910
+4,050
+5% +$99.6K 0.23% 104
2023
Q4
$1.94M Sell
77,860
-4,320
-5% -$104K 0.24% 101
2023
Q3
$1.97M Sell
82,180
-7,060
-8% -$172K 0.27% 93
2023
Q2
$2.2M Sell
89,240
-2,912
-3% -$73K 0.3% 84
2023
Q1
$2.32M Sell
92,152
-5,362
-5% -$134K 0.32% 75
2022
Q4
$2.4M Sell
97,514
-4,900
-5% -$121K 0.35% 70
2022
Q3
$2.52M Sell
102,414
-7,780
-7% -$199K 0.4% 64
2022
Q2
$2.84M Sell
110,194
-4,938
-4% -$128K 0.43% 71
2022
Q1
$3.06M Sell
115,132
-3,708
-3% -$101K 0.42% 61
2021
Q4
$3.34M Buy
118,840
+8,098
+7% +$228K 0.45% 59
2021
Q3
$3.14M Buy
110,742
+5,392
+5% +$154K 0.47% 53
2021
Q2
$3M Buy
105,350
+5,354
+5% +$152K 0.45% 63
2021
Q1
$2.82M Buy
99,996
+30,668
+44% +$880K 0.48% 56
2020
Q4
$2.02M Buy
69,328
+12,924
+23% +$377K 0.39% 68
2020
Q3
$1.66M Buy
56,404
+36,850
+188% +$1.08M 0.4% 69
2020
Q2
$575K Buy
19,554
+9,694
+98% +$284K 0.19% 128
2020
Q1
$290K Buy
9,860
+996
+11% +$28.1K 0.1% 197
2019
Q4
$248K Buy
8,864
+1,320
+17% +$36.5K 0.07% 270
2019
Q3
$210K Buy
7,544
+30
+0.4% +$830 0.07% 279
2019
Q2
$206K Buy
7,514
+60
+0.8% +$1.62K 0.08% 271
2019
Q1
$200K Buy
+7,454
New +$198K 0.08% 254
2018
Q3
Sell
-8,144
Closed -$213K 438
2018
Q2
$213K Buy
8,144
+16
+0.2% +$417 0.07% 355
2018
Q1
$214K Sell
8,128
-64
-0.8% -$1.68K 0.07% 313
2017
Q4
$218K Buy
8,192
+774
+10% +$20.8K 0.08% 317
2017
Q3
$200K Buy
+7,418
New +$201K 0.08% 312

Other funds holding SCHR

Ausdal Financial Partners's SCHR Position: Q2 2026 in Review

Ausdal Financial Partners increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.4% in Q2 2026, buying an estimated $141K and bringing the position to 172,242 shares worth $4.25M. The position accounts for 0.17% of the portfolio, ranked #142.

Ausdal Financial Partners first reported a position in SCHR in Q3 2017 and has held it in 34 quarters since. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Ausdal Financial Partners held 172,242 shares of Schwab Intermediately-Term US Treasury ETF worth $4.25M as of Q2 2026.
  • Ausdal Financial Partners bought 5,701 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $141K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.17% of Ausdal Financial Partners's portfolio in Q2 2026, its #142 holding.
  • Ausdal Financial Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2017 and has held it in 34 quarters since.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.