BFC Planning, Inc.’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

BFC Planning, Inc.’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	$186K	Buy	7,542 +7,540	+377,000%	+$186K	0.01%	960
2026 Q1	$61	Hold	2	–	–	﹤0.01%	2984
2025 Q4	$61	Hold	2	–	–	﹤0.01%	3147
2025 Q3	$60	Sell	2 -131	-98%	-$3.27K	﹤0.01%	2861
2025 Q2	$3.34K	Buy	133 +69	+108%	+$1.71K	﹤0.01%	2181
2025 Q1	$1.6K	Sell	64 -5,835	-99%	-$143K	﹤0.01%	2350
2024 Q4	$143K	Buy	+5,899	New	+$145K	0.01%	729

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

BFC Planning, Inc.'s SCHR Position: Q2 2026 in Review

BFC Planning, Inc. increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 377,000% in Q2 2026, buying an estimated $186K and bringing the position to 7,542 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #960.

BFC Planning, Inc. first reported a position in SCHR in Q4 2024 and has held it in 7 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

BFC Planning, Inc. held 7,542 shares of Schwab Intermediately-Term US Treasury ETF worth $186K as of Q2 2026.
BFC Planning, Inc. bought 7,540 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $186K.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #960 holding.
BFC Planning, Inc. first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.