Financial Management Professionals’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Financial Management Professionals’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	$2.71K	Hold	110	–	–	﹤0.01%	754
2026 Q1	$2.74K	Hold	110	–	–	﹤0.01%	686
2025 Q4	$2.76K	Hold	110	–	–	﹤0.01%	685
2025 Q3	$2.76K	Hold	110	–	–	﹤0.01%	671
2025 Q2	$2.75K	Hold	110	–	–	﹤0.01%	705
2025 Q1	$2.73K	Hold	110	–	–	﹤0.01%	704
2024 Q4	$2.67K	Buy	110 +2	+2%	+$49	﹤0.01%	695
2024 Q3	$3K	Buy	108 +42	+64%	+$1.05K	﹤0.01%	716
2024 Q2	$2K	Hold	66	–	–	﹤0.01%	722
2024 Q1	$2K	Hold	66	–	–	﹤0.01%	783
2023 Q4	$2K	Buy	66 +2	+3%	+$48	﹤0.01%	782
2023 Q3	$2K	Hold	64	–	–	﹤0.01%	735
2023 Q2	$2K	Hold	64	–	–	﹤0.01%	763
2023 Q1	$2K	Sell	64 -2,864	-98%	-$71.4K	﹤0.01%	817
2022 Q4	$72K	Buy	2,928 +2,820	+2,611%	+$69.4K	0.01%	196
2022 Q3	$3K	Hold	108	–	–	﹤0.01%	699
2022 Q2	$3K	Buy	108 +86	+391%	+$2.22K	﹤0.01%	712
2022 Q1	$1K	Buy	22 +2	+10%	+$55	﹤0.01%	946
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	888
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	874
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	828
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	639
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	607
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	579
2020 Q2	$1K	Sell	20 -46	-70%	-$1.35K	﹤0.01%	574
2020 Q1	$2K	Sell	66 -16	-20%	-$452	﹤0.01%	261
2019 Q4	$2K	Sell	82 -2	-2%	-$55	﹤0.01%	285
2019 Q3	$2K	Hold	84	–	–	﹤0.01%	262
2019 Q2	$2K	Hold	84	–	–	﹤0.01%	284
2019 Q1	$2K	Hold	84	–	–	﹤0.01%	239
2018 Q4	$2K	Hold	84	–	–	﹤0.01%	236
2018 Q3	$2K	Hold	84	–	–	﹤0.01%	250
2018 Q2	$2K	Buy	+84	New	+$2.19K	﹤0.01%	244

Other funds holding SCHR

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

Financial Management Professionals's SCHR Position: Q2 2026 in Review

Financial Management Professionals held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 110 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Financial Management Professionals first reported a position in SCHR in Q2 2018 and has held it in 33 quarters since. The position peaked at $72K in Q4 2022. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Financial Management Professionals held 110 shares of Schwab Intermediately-Term US Treasury ETF worth $2.71K as of Q2 2026.
Financial Management Professionals left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #754 holding.
Financial Management Professionals first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2018 and has held it in 33 quarters since.
Financial Management Professionals's Schwab Intermediately-Term US Treasury ETF position peaked at $72K in Q4 2022.
86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.