FFA
SCHR

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
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

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

Farther Finance Advisors's SCHR Position: Q2 2026 in Review

Farther Finance Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.53% in Q2 2026, buying an estimated $21.5K and bringing the position to 165,686 shares worth $4.09M. The position accounts for 0.03% of the portfolio, ranked #464.

Farther Finance Advisors first reported a position in SCHR in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.09M in Q1 2026. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Farther Finance Advisors held 165,686 shares of Schwab Intermediately-Term US Treasury ETF worth $4.09M as of Q2 2026.
  • Farther Finance Advisors bought 870 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $21.5K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #464 holding.
  • Farther Finance Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $4.09M in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.