CGC Financial Services
SCHR icon

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
Q3 		$206K Hold
8,680
– – 0.05% 67
2026
Q2 		$214K Buy
+8,680
New +$215K 0.05% 67

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CGC Financial Services's SCHR Position: Q3 2026 in Review

CGC Financial Services held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q3 2026 at 8,680 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #67.

CGC Financial Services first reported a position in SCHR in Q2 2026 and has held it in 2 quarters since. The position peaked at $214K in Q2 2026. 209 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • CGC Financial Services held 8,680 shares of Schwab Intermediately-Term US Treasury ETF worth $206K as of Q3 2026.
  • CGC Financial Services left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q3 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.05% of CGC Financial Services's portfolio in Q3 2026, its #67 holding.
  • CGC Financial Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • CGC Financial Services's Schwab Intermediately-Term US Treasury ETF position peaked at $214K in Q2 2026.
  • 209 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.