FCA
SCHR

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

FLC Capital 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 		$44.1M Buy
1,788,067
+163,152
+10% +$4.03M 7.09% 3
2026
Q1 		$40.5M Buy
1,624,915
+79,670
+5% +$2M 7.23% 3
2025
Q4 		$38.8M Buy
1,545,245
+82,407
+6% +$2.07M 7.15% 2
2025
Q3 		$36.8M Buy
1,462,838
+52,006
+4% +$1.3M 7.12% 2
2025
Q2 		$35.3M Buy
1,410,832
+171,594
+14% +$4.25M 7.3% 2
2025
Q1 		$30.8M Buy
1,239,238
+72,021
+6% +$1.76M 6.91% 2
2024
Q4 		$28.4M Buy
1,167,217
+26,907
+2% +$662K 6.52% 4
2024
Q3 		$28.8M Buy
1,140,310
+23,772
+2% +$594K 6.66% 3
2024
Q2 		$27.2M Buy
1,116,538
+113,774
+11% +$2.75M 6.7% 3
2024
Q1 		$24.6M Buy
1,002,764
+12,988
+1% +$319K 6.21% 4
2023
Q4 		$24.6M Buy
989,776
+241,522
+32% +$5.84M 6.63% 3
2023
Q3 		$17.9M Sell
748,254
-2,622
-0.3% -$63.8K 5.43% 5
2023
Q2 		$18.5M Buy
750,876
+22,368
+3% +$560K 5.41% 5
2023
Q1 		$18.4M Sell
728,508
-30,876
-4% -$769K 5.62% 4
2022
Q4 		$18.7M Buy
759,384
+223,000
+42% +$5.49M 5.82% 2
2022
Q3 		$13.2M Buy
536,384
+139,100
+35% +$3.56M 4.58% 4
2022
Q2 		$10.3M Buy
397,284
+158,398
+66% +$4.1M 3.42% 5
2022
Q1 		$6.36M Buy
238,886
+200,120
+516% +$5.46M 1.78% 17
2021
Q4 		$1.09M Buy
38,766
+3,000
+8% +$84.4K 0.3% 79
2021
Q3 		$1.01M Buy
35,766
+7,570
+27% +$217K 0.3% 81
2021
Q2 		$802K Buy
28,196
+12,166
+76% +$345K 0.24% 90
2021
Q1 		$452K Buy
+16,030
New +$460K 0.14% 109
2019
Q4 		– Sell
-27,220
Closed -$756K – 131
2019
Q3 		$756K Sell
27,220
-453,788
-94% -$12.6M 0.32% 45
2019
Q2 		$13.2M Buy
481,008
+15,346
+3% +$414K 5.42% 6
2019
Q1 		$12.5M Sell
465,662
-21,868
-4% -$580K 5.67% 6
2018
Q4 		$12.9M Buy
+487,530
New +$12.7M 8.7% 2

Other funds holding SCHR

CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
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
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 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
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

FLC Capital Advisors's SCHR Position: Q2 2026 in Review

FLC Capital Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 10% in Q2 2026, buying an estimated $4.03M and bringing the position to 1,788,067 shares worth $44.1M. The position accounts for 7.09% of the portfolio, ranked #3.

FLC Capital Advisors first reported a position in SCHR in Q4 2018 and has held it in 26 quarters since. 101 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • FLC Capital Advisors held 1,788,067 shares of Schwab Intermediately-Term US Treasury ETF worth $44.1M as of Q2 2026.
  • FLC Capital Advisors bought 163,152 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $4.03M.
  • Schwab Intermediately-Term US Treasury ETF made up 7.09% of FLC Capital Advisors's portfolio in Q2 2026, its #3 holding.
  • FLC Capital Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2018 and has held it in 26 quarters since.
  • 101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.