Intelligence Driven Advisers
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Intelligence Driven Advisers’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Intelligence Driven Advisers’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 		– Sell
-28,973
Closed -$714K – 144
2026
Q2 		$714K Sell
28,973
-1,611,740
-98% -$39.8M 0.12% 65
2026
Q1 		$40.9M Sell
1,640,713
-128,253
-7% -$3.21M 7.13% 5
2025
Q4 		$44.4M Sell
1,768,966
-125,968
-7% -$3.17M 6.34% 6
2025
Q3 		$47.6M Buy
1,894,934
+127,799
+7% +$3.19M 6.6% 5
2025
Q2 		$44.2M Buy
1,767,135
+165,252
+10% +$4.09M 6.67% 5
2025
Q1 		$39.8M Sell
1,601,883
-25,180
-2% -$617K 7.67% 5
2024
Q4 		$39.5M Sell
1,627,063
-338,075
-17% -$8.32M 7.43% 5
2024
Q3 		$49.7M Sell
1,965,138
-22,390
-1% -$559K 7.11% 5
2024
Q2 		$48.5M Buy
1,987,528
+18,412
+0.9% +$446K 6.87% 6
2024
Q1 		$48.3M Buy
1,969,116
+1,398,100
+245% +$34.4M 7.14% 7
2023
Q4 		$14.2M Sell
571,016
-24,336
-4% -$588K 2.3% 11
2023
Q3 		$14.2M Buy
595,352
+46,646
+9% +$1.14M 2.52% 13
2023
Q2 		$13.3M Buy
+548,706
New +$13.7M 2.34% 13

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
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

Intelligence Driven Advisers's SCHR Position: Q3 2026 in Review

Intelligence Driven Advisers sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2026, closing a stake of 28,973 shares — an estimated $714K sold.

Intelligence Driven Advisers first reported a position in SCHR in Q2 2023 and held it in 13 quarters. The position peaked at $49.7M in Q3 2024. 261 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Intelligence Driven Advisers reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • Intelligence Driven Advisers sold 28,973 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $714K.
  • Intelligence Driven Advisers first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and held it in 13 quarters.
  • Intelligence Driven Advisers's Schwab Intermediately-Term US Treasury ETF position peaked at $49.7M in Q3 2024.
  • 261 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.