FA
SCHR

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

FC 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
Q2 		$380K Buy
15,414
+111
+0.7% +$2.74K 0.1% 89
2026
Q1 		$381K Buy
15,303
+73
+0.5% +$1.83K 0.11% 87
2025
Q4 		$382K Buy
15,230
+141
+0.9% +$3.55K 0.11% 87
2025
Q3 		$379K Buy
15,089
+108
+0.7% +$2.7K 0.11% 87
2025
Q2 		$375K Buy
14,981
+107
+0.7% +$2.65K 0.12% 87
2025
Q1 		$370K Buy
14,874
+73
+0.5% +$1.79K 0.13% 84
2024
Q4 		$360K Buy
14,801
+95
+0.6% +$2.34K 0.12% 82
2024
Q3 		$372K Buy
14,706
+98
+0.7% +$2.45K 0.13% 82
2024
Q2 		$356K Sell
14,608
-2,396
-14% -$58K 0.13% 78
2024
Q1 		$417K Sell
17,004
-570
-3% -$14K 0.15% 75
2023
Q4 		$437K Buy
17,574
+152
+0.9% +$3.67K 0.17% 73
2023
Q3 		$418K Buy
17,422
+2,432
+16% +$59.2K 0.18% 72
2023
Q2 		$369K Buy
14,990
+80
+0.5% +$2K 0.15% 74
2023
Q1 		$376K Buy
14,910
+52
+0.3% +$1.3K 0.17% 71
2022
Q4 		$366K Buy
14,858
+4,110
+38% +$101K 0.17% 67
2022
Q3 		$264K Buy
+10,748
New +$275K 0.13% 74

Other funds holding SCHR

CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
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
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 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
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

FC Advisory's SCHR Position: Q2 2026 in Review

FC Advisory increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.73% in Q2 2026, buying an estimated $2.74K and bringing the position to 15,414 shares worth $380K. The position accounts for 0.1% of the portfolio, ranked #89.

FC Advisory first reported a position in SCHR in Q3 2022 and has held it in 16 quarters since. The position peaked at $437K in Q4 2023. 91 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • FC Advisory held 15,414 shares of Schwab Intermediately-Term US Treasury ETF worth $380K as of Q2 2026.
  • FC Advisory bought 111 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $2.74K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.1% of FC Advisory's portfolio in Q2 2026, its #89 holding.
  • FC Advisory first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2022 and has held it in 16 quarters since.
  • FC Advisory's Schwab Intermediately-Term US Treasury ETF position peaked at $437K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.