Certified Advisory Corp’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Certified Advisory Corp’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	–	Sell	-14,141	Closed	-$352K	–	336
2026 Q1	$352K	Buy	14,141 +3,419	+32%	+$85.7K	0.03%	254
2025 Q4	$269K	Buy	10,722 +711	+7%	+$17.9K	0.02%	278
2025 Q3	$252K	Hold	10,011	–	–	0.02%	283
2025 Q2	$251K	Buy	10,011 +10	+0.1%	+$248	0.03%	277
2025 Q1	$249K	Hold	10,001	–	–	0.03%	261
2024 Q4	$243K	Buy	10,001 +1,833	+22%	+$45.1K	0.03%	264
2024 Q3	$207K	Buy	+8,168	New	+$204K	0.02%	286
2021 Q2	–	Sell	-1,602	Closed	-$45K	–	630
2021 Q1	$45K	Buy	+1,602	New	+$46K	0.01%	369
2020 Q2	$22K	Buy	764 +4	+0.5%	+$117	0.01%	426
2020 Q1	$22K	Buy	760 +742	+4,122%	+$21K	0.01%	399
2019 Q4	$0	Buy	+18	New	+$497	﹤0.01%	840

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Certified Advisory Corp's SCHR Position: Q2 2026 in Review

Certified Advisory Corp sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 14,141 shares — an estimated $352K sold.

Certified Advisory Corp first reported a position in SCHR in Q4 2019 and held it in 11 quarters. The position peaked at $352K in Q1 2026. 101 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Certified Advisory Corp reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Certified Advisory Corp sold 14,141 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $352K.
Certified Advisory Corp first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and held it in 11 quarters.
Certified Advisory Corp's Schwab Intermediately-Term US Treasury ETF position peaked at $352K in Q1 2026.
101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.