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 Q3	$221K	Sell	9,346 -6,068	-39%	-$147K	0.06%	107
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

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

CWA

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

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

FC Advisory's SCHR Position: Q3 2026 in Review

FC Advisory reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 39% in Q3 2026, selling an estimated $147K and leaving 9,346 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #107.

FC Advisory first reported a position in SCHR in Q3 2022 and has held it in 17 quarters since. The position peaked at $437K in Q4 2023. 93 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

FC Advisory held 9,346 shares of Schwab Intermediately-Term US Treasury ETF worth $221K as of Q3 2026.
FC Advisory sold 6,068 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $147K.
Schwab Intermediately-Term US Treasury ETF made up 0.06% of FC Advisory's portfolio in Q3 2026, its #107 holding.
FC Advisory first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2022 and has held it in 17 quarters since.
FC Advisory's Schwab Intermediately-Term US Treasury ETF position peaked at $437K in Q4 2023.
93 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.