Claro Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Claro Advisors’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	$4.09M	Buy	172,745 +11,407	+7%	+$277K	0.4%	51
2026 Q2	$3.98M	Buy	161,338 +33,297	+26%	+$823K	0.42%	49
2026 Q1	$3.19M	Buy	128,041 +114,746	+863%	+$2.88M	0.38%	55
2025 Q4	$333K	Buy	+13,295	New	+$335K	0.05%	313
2025 Q3	–	Sell	-8,284	Closed	-$207K	–	412
2025 Q2	$207K	Sell	8,284 -4,497	-35%	-$111K	0.03%	357
2025 Q1	$318K	Buy	12,781 +436	+4%	+$10.7K	0.04%	371
2024 Q4	$300K	Sell	12,345 -4,401	-26%	-$108K	0.04%	362
2024 Q3	$424K	Buy	16,746 +3,134	+23%	+$78.3K	0.05%	296
2024 Q2	$332K	Buy	+13,612	New	+$330K	0.05%	302
2024 Q1	–	Sell	-10,416	Closed	-$259K	–	433
2023 Q4	$259K	Buy	+10,416	New	+$252K	0.06%	312

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

LPL Financial San Diego, California $468B AUM 17.69% 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

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

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

Claro Advisors's SCHR Position: Q3 2026 in Review

Claro Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 7.1% in Q3 2026, buying an estimated $277K and bringing the position to 172,745 shares worth $4.09M. The position accounts for 0.4% of the portfolio, ranked #51.

Claro Advisors first reported a position in SCHR in Q4 2023 and has held it in 10 quarters since. 334 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Claro Advisors held 172,745 shares of Schwab Intermediately-Term US Treasury ETF worth $4.09M as of Q3 2026.
Claro Advisors bought 11,407 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $277K.
Schwab Intermediately-Term US Treasury ETF made up 0.4% of Claro Advisors's portfolio in Q3 2026, its #51 holding.
Claro Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
334 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.