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

Farther Finance 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 		$3.54M Sell
149,453
-16,233
-10% -$394K 0.03% 546
2026
Q2 		$4.09M Buy
165,686
+870
+0.5% +$21.5K 0.03% 464
2026
Q1 		$4.09M Buy
164,816
+106,098
+181% +$2.66M 0.04% 396
2025
Q4 		$1.47M Sell
58,718
-1,671
-3% -$42.1K 0.02% 707
2025
Q3 		$1.52M Sell
60,389
-19,261
-24% -$481K 0.02% 551
2025
Q2 		$1.99M Sell
79,650
-10,539
-12% -$261K 0.04% 368
2025
Q1 		$2.24M Buy
90,189
+60,921
+208% +$1.49M 0.06% 279
2024
Q4 		$711K Buy
29,268
+5,796
+25% +$143K 0.03% 478
2024
Q3 		$594K Buy
23,472
+6,318
+37% +$158K 0.02% 525
2024
Q2 		$415K Buy
17,154
+8,710
+103% +$211K 0.02% 552
2024
Q1 		$205K Sell
8,444
-1,612
-16% -$39.6K 0.01% 676
2023
Q4 		$250K Sell
10,056
-1,030
-9% -$24.9K 0.02% 504
2023
Q3 		$266K Sell
11,086
-194
-2% -$4.72K 0.04% 321
2023
Q2 		$278K Sell
11,280
-910
-7% -$22.8K 0.06% 264
2023
Q1 		$307K Sell
12,190
-2,018
-14% -$50.3K 0.09% 199
2022
Q4 		$350K Buy
+14,208
New +$350K 0.14% 151

Other funds holding SCHR

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
BCM
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Farther Finance Advisors's SCHR Position: Q3 2026 in Review

Farther Finance Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 9.8% in Q3 2026, selling an estimated $394K and leaving 149,453 shares worth $3.54M. The position accounts for 0.03% of the portfolio, ranked #546.

Farther Finance Advisors first reported a position in SCHR in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.09M in Q1 2026. 21 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Farther Finance Advisors held 149,453 shares of Schwab Intermediately-Term US Treasury ETF worth $3.54M as of Q3 2026.
  • Farther Finance Advisors sold 16,233 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $394K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #546 holding.
  • Farther Finance Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $4.09M in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

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