KFP
SCHR

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

Kerr Financial Planning’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 		$40.6K Hold
1,645
– – 0.05% 201
2026
Q1 		$40.9K Sell
1,645
-1,645
-50% -$41.2K 0.03% 194
2025
Q4 		$82.5K Buy
3,290
+1,645
+100% +$41.4K 0.11% 141
2025
Q3 		$41.3K Buy
+1,645
New +$41.1K 0.06% 183

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 22.96% 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

Kerr Financial Planning's SCHR Position: Q2 2026 in Review

Kerr Financial Planning held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 1,645 shares worth $40.6K. The position accounts for 0.05% of the portfolio, ranked #201.

Kerr Financial Planning first reported a position in SCHR in Q3 2025 and has held it in 4 quarters since. The position peaked at $82.5K in Q4 2025. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Kerr Financial Planning held 1,645 shares of Schwab Intermediately-Term US Treasury ETF worth $40.6K as of Q2 2026.
  • Kerr Financial Planning left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.05% of Kerr Financial Planning's portfolio in Q2 2026, its #201 holding.
  • Kerr Financial Planning first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Schwab Intermediately-Term US Treasury ETF position peaked at $82.5K in Q4 2025.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.