AWM
SCHR

Avior Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Avior Wealth Management’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 		$941K Buy
38,152
+101
+0.3% +$2.5K 0.02% 372
2026
Q1 		$948K Buy
38,051
+148
+0.4% +$3.71K 0.03% 367
2025
Q4 		$951K Buy
37,903
+287
+0.8% +$7.22K 0.03% 323
2025
Q3 		$945K Buy
37,616
+219
+0.6% +$5.47K 0.03% 313
2025
Q2 		$936K Buy
37,397
+217
+0.6% +$5.38K 0.03% 300
2025
Q1 		$924K Buy
37,180
+148
+0.4% +$3.62K 0.04% 283
2024
Q4 		$900K Buy
37,032
+272
+0.7% +$6.69K 0.03% 303
2024
Q3 		$930K Buy
36,760
+198
+0.5% +$4.95K 0.04% 301
2024
Q2 		$892K Buy
36,562
+33,400
+1,056% +$809K 0.04% 297
2024
Q1 		$77.6K Buy
+3,162
New +$77.7K ﹤0.01% 1057

Other funds holding SCHR

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
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
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

Avior Wealth Management's SCHR Position: Q2 2026 in Review

Avior Wealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.27% in Q2 2026, buying an estimated $2.5K and bringing the position to 38,152 shares worth $941K. The position accounts for 0.02% of the portfolio, ranked #372.

Avior Wealth Management first reported a position in SCHR in Q1 2024 and has held it in 10 quarters since. The position peaked at $951K in Q4 2025. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Avior Wealth Management held 38,152 shares of Schwab Intermediately-Term US Treasury ETF worth $941K as of Q2 2026.
  • Avior Wealth Management bought 101 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $2.5K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #372 holding.
  • Avior Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • Avior Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $951K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.