FA
SCHR

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
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

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

Fermata Advisors's SCHR Position: Q2 2026 in Review

Fermata Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 25% in Q2 2026, buying an estimated $611K and bringing the position to 125,125 shares worth $3.09M. The position accounts for 0.62% of the portfolio, ranked #50.

Fermata Advisors first reported a position in SCHR in Q4 2024 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Fermata Advisors held 125,125 shares of Schwab Intermediately-Term US Treasury ETF worth $3.09M as of Q2 2026.
  • Fermata Advisors bought 24,713 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $611K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.62% of Fermata Advisors's portfolio in Q2 2026, its #50 holding.
  • Fermata Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.