Eagle Strategies’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Eagle Strategies’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	$1.28M	Buy	53,930 +3,493	+7%	+$84.9K	0.12%	129
2026 Q2	$1.24M	Sell	50,437 -2,343	-4%	-$57.9K	0.12%	128
2026 Q1	$1.31M	Sell	52,780 -1,546	-3%	-$38.7K	0.16%	113
2025 Q4	$1.36M	Buy	54,326 +3,269	+6%	+$82.3K	0.17%	109
2025 Q3	$1.28M	Buy	51,057 +6,409	+14%	+$160K	0.17%	111
2025 Q2	$1.12M	Buy	44,648 +2,506	+6%	+$62.1K	0.17%	102
2025 Q1	$1.05M	Buy	42,142 +3,815	+10%	+$93.4K	0.18%	98
2024 Q4	$931K	Buy	+38,327	New	+$943K	0.16%	102

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

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

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

Eagle Strategies's SCHR Position: Q3 2026 in Review

Eagle Strategies increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 6.9% in Q3 2026, buying an estimated $84.9K and bringing the position to 53,930 shares worth $1.28M. The position accounts for 0.12% of the portfolio, ranked #129.

Eagle Strategies first reported a position in SCHR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q4 2025. 285 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Eagle Strategies held 53,930 shares of Schwab Intermediately-Term US Treasury ETF worth $1.28M as of Q3 2026.
Eagle Strategies bought 3,493 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $84.9K.
Schwab Intermediately-Term US Treasury ETF made up 0.12% of Eagle Strategies's portfolio in Q3 2026, its #129 holding.
Eagle Strategies first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 8 quarters since.
Eagle Strategies's Schwab Intermediately-Term US Treasury ETF position peaked at $1.36M in Q4 2025.
285 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.