APW
SCHR

Aventura Private Wealth’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Aventura Private Wealth’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 		$24.6K Hold
998
– – 0.01% 449
2026
Q1 		$24.9K Hold
998
– – 0.01% 416
2025
Q4 		$25K Hold
998
– – 0.01% 383
2025
Q3 		$25.1K Hold
998
– – 0.01% 375
2025
Q2 		$25K Hold
998
– – 0.01% 354
2025
Q1 		$24.8K Hold
998
– – 0.01% 334
2024
Q4 		$24.2K Buy
+998
New +$24.6K 0.01% 331

Other funds holding SCHR

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
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
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Aventura Private Wealth's SCHR Position: Q2 2026 in Review

Aventura Private Wealth held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 998 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #449.

Aventura Private Wealth first reported a position in SCHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.1K in Q3 2025. 101 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Aventura Private Wealth held 998 shares of Schwab Intermediately-Term US Treasury ETF worth $24.6K as of Q2 2026.
  • Aventura Private Wealth left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #449 holding.
  • Aventura Private Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Schwab Intermediately-Term US Treasury ETF position peaked at $25.1K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.