CoreCap Advisors
SCHR icon

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

CoreCap 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 		$862K Buy
36,371
+4,493
+14% +$109K 0.02% 414
2026
Q2 		$786K Sell
31,878
-16,935
-35% -$419K 0.02% 438
2026
Q1 		$1.22M Buy
48,813
+18,240
+60% +$457K 0.04% 328
2025
Q4 		$767K Sell
30,573
-15,613
-34% -$393K 0.03% 424
2025
Q3 		$1.16M Sell
46,186
-20,943
-31% -$523K 0.04% 337
2025
Q2 		$1.68M Buy
67,129
+4,912
+8% +$122K 0.07% 240
2025
Q1 		$1.55M Sell
62,217
-43,351
-41% -$1.06M 0.07% 250
2024
Q4 		$2.56M Buy
105,568
+79,634
+307% +$1.96M 0.12% 174
2024
Q3 		$656K Buy
+25,934
New +$648K 0.03% 406
2024
Q2 		– Sell
-464
Closed -$11.4K – 2408
2024
Q1 		$11.4K Buy
+464
New +$11.4K ﹤0.01% 1705
2022
Q4 		$7.14K Buy
+290
New +$7.14K ﹤0.01% 1648
2022
Q3 		– Sell
-616
Closed -$16K – 1793
2022
Q2 		$16K Buy
+616
New +$15.9K ﹤0.01% 1324
2022
Q1 		– Sell
-328
Closed -$9K – 1795
2021
Q4 		$9K Buy
+328
New +$9.23K ﹤0.01% 1593

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Avidian Wealth Enterprises
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Davenport & Co
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Resonant Capital Advisors
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High Probability Advisors
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Beacon Wealthcare LLC
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

CoreCap Advisors's SCHR Position: Q3 2026 in Review

CoreCap Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 14% in Q3 2026, buying an estimated $109K and bringing the position to 36,371 shares worth $862K. The position accounts for 0.02% of the portfolio, ranked #414.

CoreCap Advisors first reported a position in SCHR in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.56M in Q4 2024. 132 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • CoreCap Advisors held 36,371 shares of Schwab Intermediately-Term US Treasury ETF worth $862K as of Q3 2026.
  • CoreCap Advisors bought 4,493 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $109K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #414 holding.
  • CoreCap Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $2.56M in Q4 2024.
  • 132 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.