Legacy Edge Advisors
SCHR icon

Legacy Edge Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Legacy Edge 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
Q3 		$307K Buy
12,973
+2,241
+21% +$54.4K 0.03% 199
2026
Q2 		$265K Buy
10,732
+517
+5% +$12.8K 0.02% 204
2026
Q1 		$254K Buy
+10,215
New +$256K 0.03% 198

Other funds holding SCHR

Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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

Legacy Edge Advisors's SCHR Position: Q3 2026 in Review

Legacy Edge Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 21% in Q3 2026, buying an estimated $54.4K and bringing the position to 12,973 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #199.

Legacy Edge Advisors first reported a position in SCHR in Q1 2026 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Legacy Edge Advisors held 12,973 shares of Schwab Intermediately-Term US Treasury ETF worth $307K as of Q3 2026.
  • Legacy Edge Advisors bought 2,241 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $54.4K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q3 2026, its #199 holding.
  • Legacy Edge Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.