CFS
SCHR

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

CGC Financial Services’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 		$214K Buy
+8,680
New +$215K 0.05% 67

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

CGC Financial Services's SCHR Position: Q2 2026 in Review

CGC Financial Services opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 8,680 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #67 among its holdings.

86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • CGC Financial Services held 8,680 shares of Schwab Intermediately-Term US Treasury ETF worth $214K as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new CGC Financial Services position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.05% of CGC Financial Services's portfolio in Q2 2026, its #67 holding.
  • 86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.