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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
Q2 		– Sell
-148
Closed -$3.7K – 908
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 $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

Kelleher Financial Advisors's SCHR Position: Q2 2026 in Review

Kelleher Financial Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 148 shares — an estimated $3.7K sold.

Kelleher Financial Advisors first reported a position in SCHR in Q3 2025 and held it in 2 quarters. The position peaked at $3.72K in Q3 2025. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Kelleher Financial Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Kelleher Financial Advisors sold 148 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $3.7K.
  • Kelleher Financial Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and held it in 2 quarters.
  • Kelleher Financial Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $3.72K in Q3 2025.
  • 507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.