Galvin Gaustad & Stein
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Galvin Gaustad & Stein’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Galvin Gaustad & Stein’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 		$26.1M Sell
1,103,037
-10,623
-1% -$258K 1.97% 8
2026
Q2 		$27.5M Buy
1,113,660
+38,284
+4% +$946K 2.03% 7
2026
Q1 		$26.8M Buy
1,075,376
+10,710
+1% +$268K 2.14% 5
2025
Q4 		$26.7M Buy
1,064,666
+3,939
+0.4% +$99.1K 2.08% 7
2025
Q3 		$26.7M Buy
1,060,727
+23,662
+2% +$591K 2.17% 8
2025
Q2 		$26M Buy
1,037,065
+40,365
+4% +$1M 2.24% 8
2025
Q1 		$24.8M Buy
996,700
+18,931
+2% +$464K 2.22% 11
2024
Q4 		$23.8M Buy
977,769
+28,219
+3% +$694K 2.13% 12
2024
Q3 		$24M Buy
949,550
+36,584
+4% +$914K 2.14% 11
2024
Q2 		$22.3M Sell
912,966
-4,342
-0.5% -$105K 2.07% 13
2024
Q1 		$22.5M Buy
917,308
+55,674
+6% +$1.37M 2.07% 16
2023
Q4 		$21.4M Buy
861,634
+30,010
+4% +$725K 2% 19
2023
Q3 		$19.9M Buy
831,624
+57,486
+7% +$1.4M 2.02% 13
2023
Q2 		$19.1M Buy
774,138
+88,026
+13% +$2.21M 1.85% 20
2023
Q1 		$17.3M Buy
686,112
+146,508
+27% +$3.65M 1.7% 25
2022
Q4 		$13.3M Buy
539,604
+45,376
+9% +$1.12M 1.34% 36
2022
Q3 		$12.1M Buy
494,228
+75,278
+18% +$1.92M 1.29% 36
2022
Q2 		$10.8M Sell
418,950
-17,082
-4% -$442K 1.1% 43
2022
Q1 		$11.6M Buy
436,032
+34,874
+9% +$952K 1.05% 42
2021
Q4 		$11.3M Buy
401,158
+27,228
+7% +$766K 0.97% 43
2021
Q3 		$10.6M Buy
373,930
+52,674
+16% +$1.51M 1.02% 41
2021
Q2 		$9.14M Buy
321,256
+57,644
+22% +$1.64M 0.87% 47
2021
Q1 		$7.44M Buy
263,612
+112,142
+74% +$3.22M 0.75% 54
2020
Q4 		$4.41M Buy
+151,470
New +$4.41M 0.46% 63

Other funds holding SCHR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
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

Galvin Gaustad & Stein's SCHR Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.95% in Q3 2026, selling an estimated $258K and leaving 1,103,037 shares worth $26.1M. The position accounts for 1.97% of the portfolio, ranked #8.

Galvin Gaustad & Stein first reported a position in SCHR in Q4 2020 and has held it in 24 quarters since. The position peaked at $27.5M in Q2 2026. 137 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Galvin Gaustad & Stein held 1,103,037 shares of Schwab Intermediately-Term US Treasury ETF worth $26.1M as of Q3 2026.
  • Galvin Gaustad & Stein sold 10,623 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $258K.
  • Schwab Intermediately-Term US Treasury ETF made up 1.97% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #8 holding.
  • Galvin Gaustad & Stein first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and has held it in 24 quarters since.
  • Galvin Gaustad & Stein's Schwab Intermediately-Term US Treasury ETF position peaked at $27.5M in Q2 2026.
  • 137 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.