Focus Financial Network
SCHR icon

Focus Financial Network’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Focus Financial Network’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 		$1.54M Sell
64,887
-4,185
-6% -$102K 0.05% 267
2026
Q2 		$1.7M Sell
69,072
-4,365
-6% -$108K 0.05% 262
2026
Q1 		$1.83M Sell
73,437
-14,407
-16% -$361K 0.07% 228
2025
Q4 		$2.2M Sell
87,844
-5,025
-5% -$126K 0.08% 200
2025
Q3 		$2.33M Buy
92,869
+2,488
+3% +$62.2K 0.08% 180
2025
Q2 		$2.26M Buy
90,381
+302
+0.3% +$7.48K 0.09% 176
2025
Q1 		$2.24M Sell
90,079
-16,285
-15% -$399K 0.09% 169
2024
Q4 		$2.58M Sell
106,364
-200,394
-65% -$4.93M 0.1% 151
2024
Q3 		$7.76M Buy
306,758
+26,990
+10% +$674K 0.32% 60
2024
Q2 		$6.9M Buy
279,768
+13,926
+5% +$337K 0.29% 65
2024
Q1 		$6.37M Buy
265,842
+81,338
+44% +$2M 0.31% 65
2023
Q4 		$4.59M Buy
184,504
+118,956
+181% +$2.87M 0.17% 119
2023
Q3 		$1.57M Buy
65,548
+13,450
+26% +$327K 0.09% 173
2023
Q2 		$1.28M Buy
52,098
+6,580
+14% +$165K 0.07% 203
2023
Q1 		$1.15M Buy
+45,518
New +$1.13M 0.07% 208
2020
Q4 		– Sell
-17,716
Closed -$520K – 469
2020
Q3 		$520K Buy
+17,716
New +$520K 0.05% 262
2020
Q2 		– Sell
-11,050
Closed -$325K – 414
2020
Q1 		$325K Buy
11,050
+28
+0.3% +$791 0.04% 266
2019
Q4 		$303K Sell
11,022
-2,860
-21% -$79K 0.04% 313
2019
Q3 		$386K Buy
13,882
+2,972
+27% +$82.2K 0.05% 259
2019
Q2 		$300K Buy
10,910
+2,830
+35% +$76.4K 0.04% 289
2019
Q1 		$217K Buy
+8,080
New +$214K 0.03% 338

Other funds holding SCHR

Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Cornerstone Wealth Advisors
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
Beacon Wealthcare LLC
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

Focus Financial Network's SCHR Position: Q3 2026 in Review

Focus Financial Network reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 6.1% in Q3 2026, selling an estimated $102K and leaving 64,887 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #267.

Focus Financial Network first reported a position in SCHR in Q1 2019 and has held it in 21 quarters since. The position peaked at $7.76M in Q3 2024. 108 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Focus Financial Network held 64,887 shares of Schwab Intermediately-Term US Treasury ETF worth $1.54M as of Q3 2026.
  • Focus Financial Network sold 4,185 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $102K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.05% of Focus Financial Network's portfolio in Q3 2026, its #267 holding.
  • Focus Financial Network first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2019 and has held it in 21 quarters since.
  • Focus Financial Network's Schwab Intermediately-Term US Treasury ETF position peaked at $7.76M in Q3 2024.
  • 108 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.