Burk Holdings
SCHR icon

Burk Holdings’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Burk Holdings’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 		$27.1K Buy
1,145
+2
+0.2% +$49 0.01% 198
2026
Q2 		$28.2K Sell
1,143
-170
-13% -$4.2K 0.01% 183
2026
Q1 		$32.7K Buy
+1,313
New +$32.9K 0.01% 162

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Burk Holdings's SCHR Position: Q3 2026 in Review

Burk Holdings increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.17% in Q3 2026, buying an estimated $49 and bringing the position to 1,145 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #198.

Burk Holdings first reported a position in SCHR in Q1 2026 and has held it in 3 quarters since. The position peaked at $32.7K in Q1 2026. 325 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Burk Holdings held 1,145 shares of Schwab Intermediately-Term US Treasury ETF worth $27.1K as of Q3 2026.
  • Burk Holdings bought 2 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $49.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Burk Holdings's portfolio in Q3 2026, its #198 holding.
  • Burk Holdings first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • Burk Holdings's Schwab Intermediately-Term US Treasury ETF position peaked at $32.7K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.