Crane Advisory’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Crane Advisory’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	$66.5M	Sell	2,813,141 -31,564	-1%	-$767K	9.4%	4
2026 Q2	$69.8M	Buy	2,844,705 +53,023	+2%	+$1.31M	10.02%	4
2026 Q1	$69.5M	Buy	2,791,682 +8,465	+0.3%	+$212K	10.41%	4
2025 Q4	$69.8M	Buy	2,783,217 +976,360	+54%	+$24.6M	10.55%	4
2025 Q3	$45.3M	Buy	1,806,857 +47,811	+3%	+$1.19M	7.12%	6
2025 Q2	$43.6M	Sell	1,759,046 -12,853	-0.7%	-$318K	7.22%	6
2025 Q1	$43.5M	Sell	1,771,899 -88,349	-5%	-$2.16M	7.86%	5
2024 Q4	$45.1M	Sell	1,860,248 -100,540	-5%	-$2.47M	7.91%	5
2024 Q3	$48.8M	Buy	1,960,788 +2,154	+0.1%	+$53.8K	8.83%	6
2024 Q2	$47.9M	Sell	1,958,634 -1,024,388	-34%	-$24.8M	9.24%	6
2024 Q1	$72.7M	Buy	2,983,022 +2,060,676	+223%	+$50.7M	14.66%	3
2023 Q4	$22.8M	Buy	+922,346	New	+$22.3M	5.12%	8

Other funds holding SCHR

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

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

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Crane Advisory's SCHR Position: Q3 2026 in Review

Crane Advisory reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 1.1% in Q3 2026, selling an estimated $767K and leaving 2,813,141 shares worth $66.5M. The position accounts for 9.4% of the portfolio, ranked #4.

Crane Advisory first reported a position in SCHR in Q4 2023 and has held it in 12 quarters since. The position peaked at $72.7M in Q1 2024. 93 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Crane Advisory held 2,813,141 shares of Schwab Intermediately-Term US Treasury ETF worth $66.5M as of Q3 2026.
Crane Advisory sold 31,564 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $767K.
Schwab Intermediately-Term US Treasury ETF made up 9.4% of Crane Advisory's portfolio in Q3 2026, its #4 holding.
Crane Advisory first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 12 quarters since.
Crane Advisory's Schwab Intermediately-Term US Treasury ETF position peaked at $72.7M in Q1 2024.
93 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Crane Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.