Equita Financial Network’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Equita Financial Network’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	$744K	Buy	31,394 +11,138	+55%	+$271K	0.21%	49
2026 Q2	$500K	Hold	20,256	–	–	0.14%	59
2026 Q1	$505K	Buy	20,256 +2,288	+13%	+$57.3K	0.16%	58
2025 Q4	$451K	Sell	17,968 -506	-3%	-$12.7K	0.14%	64
2025 Q3	$464K	Sell	18,474 -2,859	-13%	-$71.4K	0.16%	60
2025 Q2	$534K	Sell	21,333 -246	-1%	-$6.1K	0.21%	54
2025 Q1	$536K	Sell	21,579 -5,021	-19%	-$123K	0.19%	57
2024 Q4	$646K	Buy	26,600 +3,344	+14%	+$82.3K	0.23%	50
2024 Q3	$588K	Hold	23,256	–	–	0.21%	53
2024 Q2	$567K	Sell	23,256 -6,742	-22%	-$163K	0.24%	55
2024 Q1	$736K	Sell	29,998 -23,788	-44%	-$585K	0.33%	43
2023 Q4	$1.34M	Buy	53,786 +18,270	+51%	+$441K	0.71%	32
2023 Q3	$851K	Buy	+35,516	New	+$864K	0.52%	36

Other funds holding SCHR

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Equita Financial Network's SCHR Position: Q3 2026 in Review

Equita Financial Network increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 55% in Q3 2026, buying an estimated $271K and bringing the position to 31,394 shares worth $744K. The position accounts for 0.21% of the portfolio, ranked #49.

Equita Financial Network first reported a position in SCHR in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.34M in Q4 2023. 463 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Equita Financial Network held 31,394 shares of Schwab Intermediately-Term US Treasury ETF worth $744K as of Q3 2026.
Equita Financial Network bought 11,138 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $271K.
Schwab Intermediately-Term US Treasury ETF made up 0.21% of Equita Financial Network's portfolio in Q3 2026, its #49 holding.
Equita Financial Network first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and has held it in 13 quarters since.
Equita Financial Network's Schwab Intermediately-Term US Treasury ETF position peaked at $1.34M in Q4 2023.
463 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.