FFA
SCHR

Fragasso Financial Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Fragasso Financial 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 		$288K Buy
+11,692
New +$289K 0.02% 290

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
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 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

Fragasso Financial Advisors's SCHR Position: Q2 2026 in Review

Fragasso Financial Advisors opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 11,692 shares worth $288K. The stake represents 0.02% of the portfolio and ranks #290 among its holdings.

100 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Fragasso Financial Advisors held 11,692 shares of Schwab Intermediately-Term US Treasury ETF worth $288K as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Fragasso Financial Advisors position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.02% of Fragasso Financial Advisors's portfolio in Q2 2026, its #290 holding.
  • 100 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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