Holcombe Financial
SCHR icon

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

Holcombe Financial’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 		$12.2M Buy
513,545
+7,368
+1% +$179K 6.73% 4
2026
Q2 		$12.5M Sell
506,177
-5,248
-1% -$130K 7.05% 4
2026
Q1 		$12.7M Buy
511,425
+32,227
+7% +$808K 7.49% 4
2025
Q4 		$12M Buy
479,198
+15,293
+3% +$385K 7.55% 4
2025
Q3 		$11.7M Buy
463,905
+11,359
+3% +$284K 8.14% 4
2025
Q2 		$11.3M Buy
+452,546
New +$11.2M 8.53% 4

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Holcombe Financial's SCHR Position: Q3 2026 in Review

Holcombe Financial increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 1.5% in Q3 2026, buying an estimated $179K and bringing the position to 513,545 shares worth $12.2M. The position accounts for 6.73% of the portfolio, ranked #4.

Holcombe Financial first reported a position in SCHR in Q2 2025 and has held it in 6 quarters since. The position peaked at $12.7M in Q1 2026. 269 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Holcombe Financial held 513,545 shares of Schwab Intermediately-Term US Treasury ETF worth $12.2M as of Q3 2026.
  • Holcombe Financial bought 7,368 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $179K.
  • Schwab Intermediately-Term US Treasury ETF made up 6.73% of Holcombe Financial's portfolio in Q3 2026, its #4 holding.
  • Holcombe Financial first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and has held it in 6 quarters since.
  • Holcombe Financial's Schwab Intermediately-Term US Treasury ETF position peaked at $12.7M in Q1 2026.
  • 269 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.