Fiduciary Alliance
SCHR icon

Fiduciary Alliance’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Fiduciary Alliance’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 		$12.4M Buy
522,570
+12,091
+2% +$294K 0.93% 20
2026
Q2 		$12.6M Buy
510,479
+5,032
+1% +$124K 0.85% 20
2026
Q1 		$12.6M Buy
505,447
+58,607
+13% +$1.47M 0.76% 27
2025
Q4 		$11.2M Buy
446,840
+19,434
+5% +$489K 0.73% 27
2025
Q3 		$10.7M Buy
427,406
+20,281
+5% +$507K 0.72% 31
2025
Q2 		$10.2M Sell
407,125
-10,943
-3% -$271K 0.76% 28
2025
Q1 		$10.4M Buy
418,068
+26,961
+7% +$660K 1.02% 20
2024
Q4 		$9.5M Buy
391,107
+45,949
+13% +$1.13M 0.96% 20
2024
Q3 		$8.73M Buy
345,158
+40,798
+13% +$1.02M 1.16% 26
2024
Q2 		$7.38M Buy
304,360
+67,350
+28% +$1.63M 1.2% 27
2024
Q1 		$5.76M Buy
237,010
+64,642
+38% +$1.59M 1.02% 32
2023
Q4 		$4.29M Buy
+172,368
New +$4.16M 0.84% 35
2023
Q3 		– Sell
-44,308
Closed -$1.09M – 795
2023
Q2 		$1.09M Buy
44,308
+3,858
+10% +$96.7K 0.23% 71
2023
Q1 		$1.02M Sell
40,450
-17,020
-30% -$424K 0.26% 72
2022
Q4 		$1.41M Buy
+57,470
New +$1.41M 0.37% 59

Other funds holding SCHR

Moisand Fitzgerald Tamayo
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
High Probability Advisors
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
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Fiduciary Alliance's SCHR Position: Q3 2026 in Review

Fiduciary Alliance increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 2.4% in Q3 2026, buying an estimated $294K and bringing the position to 522,570 shares worth $12.4M. The position accounts for 0.93% of the portfolio, ranked #20.

Fiduciary Alliance first reported a position in SCHR in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.6M in Q1 2026. 99 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Fiduciary Alliance held 522,570 shares of Schwab Intermediately-Term US Treasury ETF worth $12.4M as of Q3 2026.
  • Fiduciary Alliance bought 12,091 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $294K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.93% of Fiduciary Alliance's portfolio in Q3 2026, its #20 holding.
  • Fiduciary Alliance first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's Schwab Intermediately-Term US Treasury ETF position peaked at $12.6M in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.