CFSG
SCHR

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

Community Financial Services Group’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 		$5.7K Buy
+232
New +$5.74K ﹤0.01% 423

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
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
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
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Community Financial Services Group's SCHR Position: Q2 2026 in Review

Community Financial Services Group opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 232 shares worth $5.7K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings.

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

  • Community Financial Services Group held 232 shares of Schwab Intermediately-Term US Treasury ETF worth $5.7K as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Community Financial Services Group position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #423 holding.
  • 118 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.