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

Fermata 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	$4.42M	Buy	186,303 +61,178	+49%	+$1.49M	0.85%	36
2026 Q2	$3.09M	Buy	125,125 +24,713	+25%	+$611K	0.62%	50
2026 Q1	$2.5M	Sell	100,412 -6,487	-6%	-$163K	0.56%	56
2025 Q4	$2.68M	Sell	106,899 -11,573	-10%	-$291K	0.64%	46
2025 Q3	$2.98M	Buy	118,472 +40,703	+52%	+$1.02M	0.75%	44
2025 Q2	$1.95M	Buy	77,769 +6,797	+10%	+$168K	0.52%	60
2025 Q1	$1.76M	Buy	70,972 +52,664	+288%	+$1.29M	0.32%	70
2024 Q4	$445K	Buy	+18,308	New	+$450K	0.08%	151

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

Fermata Advisors's SCHR Position: Q3 2026 in Review

Fermata Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 49% in Q3 2026, buying an estimated $1.49M and bringing the position to 186,303 shares worth $4.42M. The position accounts for 0.85% of the portfolio, ranked #36.

Fermata Advisors first reported a position in SCHR in Q4 2024 and has held it in 8 quarters since. 93 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Fermata Advisors held 186,303 shares of Schwab Intermediately-Term US Treasury ETF worth $4.42M as of Q3 2026.
Fermata Advisors bought 61,178 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $1.49M.
Schwab Intermediately-Term US Treasury ETF made up 0.85% of Fermata Advisors's portfolio in Q3 2026, its #36 holding.
Fermata Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 8 quarters since.
93 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.