KFA
SCHR

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

Kelleher Financial Advisors’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
Q1 		$3.7K Buy
+148
New +$3.71K ﹤0.01% 610
2025
Q4 		– Sell
-148
Closed -$3.72K – 732
2025
Q3 		$3.72K Buy
+148
New +$3.7K ﹤0.01% 565

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Kelleher Financial Advisors's SCHR Position: Q1 2026 in Review

Kelleher Financial Advisors opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026: 148 shares worth $3.7K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in SCHR as recently as Q3 2025.

Kelleher Financial Advisors first reported a position in SCHR in Q3 2025 and has held it in 2 quarters since. The position peaked at $3.72K in Q3 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Kelleher Financial Advisors held 148 shares of Schwab Intermediately-Term US Treasury ETF worth $3.7K as of Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Kelleher Financial Advisors position in Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #610 holding.
  • Kelleher Financial Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and has held it in 2 quarters since.
  • Kelleher Financial Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $3.72K in Q3 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.