Integrated Advisors Network
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Integrated Advisors Network’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Integrated Advisors 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
Q3 		$501K Buy
21,138
+4,858
+30% +$118K 0.02% 465
2026
Q2 		$401K Hold
16,280
– – 0.02% 502
2026
Q1 		$406K Sell
16,280
-390
-2% -$9.8K 0.02% 498
2025
Q4 		$418K Sell
16,670
-283
-2% -$7.12K 0.02% 515
2025
Q3 		$426K Buy
16,953
+395
+2% +$9.9K 0.02% 541
2025
Q2 		$414K Sell
16,558
-1,433
-8% -$35.5K 0.02% 540
2025
Q1 		$447K Sell
17,991
-93
-0.5% -$2.28K 0.02% 488
2024
Q4 		$439K Buy
18,084
+266
+1% +$6.54K 0.02% 489
2024
Q3 		$451K Sell
17,818
-44
-0.2% -$1.1K 0.02% 505
2024
Q2 		$436K Sell
17,862
-458
-3% -$11.1K 0.02% 484
2024
Q1 		$449K Sell
18,320
-132
-0.7% -$3.24K 0.02% 490
2023
Q4 		$459K Buy
+18,452
New +$446K 0.03% 458
2022
Q2 		– Sell
-7,914
Closed -$211K – 723
2022
Q1 		$211K Sell
7,914
-952
-11% -$26K 0.01% 624
2021
Q4 		$249K Sell
8,866
-2,490
-22% -$70.1K 0.01% 563
2021
Q3 		$322K Sell
11,356
-330
-3% -$9.44K 0.02% 498
2021
Q2 		$332K Sell
11,686
-132
-1% -$3.75K 0.02% 448
2021
Q1 		$333K Buy
+11,818
New +$339K 0.03% 406

Other funds holding SCHR

Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Integrated Advisors Network's SCHR Position: Q3 2026 in Review

Integrated Advisors Network increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 30% in Q3 2026, buying an estimated $118K and bringing the position to 21,138 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #465.

Integrated Advisors Network first reported a position in SCHR in Q1 2021 and has held it in 17 quarters since. 345 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Integrated Advisors Network held 21,138 shares of Schwab Intermediately-Term US Treasury ETF worth $501K as of Q3 2026.
  • Integrated Advisors Network bought 4,858 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $118K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.02% of Integrated Advisors Network's portfolio in Q3 2026, its #465 holding.
  • Integrated Advisors Network first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2021 and has held it in 17 quarters since.
  • 345 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.