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

Brucke Financial’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	$982K	Buy	41,433 +215	+0.5%	+$5.22K	0.41%	47
2026 Q2	$1.02M	Buy	41,218 +8,369	+25%	+$207K	0.45%	43
2026 Q1	$818K	Sell	32,849 -1,178	-3%	-$29.5K	0.42%	44
2025 Q4	$853K	Sell	34,027 -516	-1%	-$13K	0.47%	45
2025 Q3	$870K	Sell	34,543 -147	-0.4%	-$3.67K	0.51%	38
2025 Q2	$868K	Buy	34,690 +3,190	+10%	+$79K	0.6%	33
2025 Q1	$791K	Buy	31,500 +449	+1%	+$11K	0.69%	34
2024 Q4	$758K	Buy	+31,051	New	+$764K	0.65%	34

Other funds holding SCHR

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Brucke Financial's SCHR Position: Q3 2026 in Review

Brucke Financial increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.52% in Q3 2026, buying an estimated $5.22K and bringing the position to 41,433 shares worth $982K. The position accounts for 0.41% of the portfolio, ranked #47.

Brucke Financial first reported a position in SCHR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q2 2026. 250 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Brucke Financial held 41,433 shares of Schwab Intermediately-Term US Treasury ETF worth $982K as of Q3 2026.
Brucke Financial bought 215 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $5.22K.
Schwab Intermediately-Term US Treasury ETF made up 0.41% of Brucke Financial's portfolio in Q3 2026, its #47 holding.
Brucke Financial first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 8 quarters since.
Brucke Financial's Schwab Intermediately-Term US Treasury ETF position peaked at $1.02M in Q2 2026.
250 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Brucke Financial's 13F filing for Q3 2026, filed 23 Oct 2026.