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 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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 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

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Focus Financial Network's SCHR Position: Q2 2026 in Review

Focus Financial Network reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 5.9% in Q2 2026, selling an estimated $108K and leaving 69,072 shares worth $1.7M. The position accounts for 0.05% of the portfolio, ranked #262.

Focus Financial Network first reported a position in SCHR in Q1 2019 and has held it in 20 quarters since. The position peaked at $7.76M in Q3 2024. 92 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Focus Financial Network held 69,072 shares of Schwab Intermediately-Term US Treasury ETF worth $1.7M as of Q2 2026.
Focus Financial Network sold 4,365 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $108K.
Schwab Intermediately-Term US Treasury ETF made up 0.05% of Focus Financial Network's portfolio in Q2 2026, its #262 holding.
Focus Financial Network first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2019 and has held it in 20 quarters since.
Focus Financial Network's Schwab Intermediately-Term US Treasury ETF position peaked at $7.76M in Q3 2024.
92 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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