LF
SCHR

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

LifeSteps Financial’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 		$13.9K Buy
+562
New +$13.9K 0.01% 352
2024
Q2 		– Sell
-562
Closed -$13.8K – 344
2024
Q1 		$13.8K Buy
+562
New +$13.8K 0.01% 273

Other funds holding SCHR

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

LifeSteps Financial's SCHR Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 562 shares worth $13.9K. The stake represents 0.01% of the portfolio and ranks #352 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in SCHR as recently as Q1 2024.

LifeSteps Financial first reported a position in SCHR in Q1 2024 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • LifeSteps Financial held 562 shares of Schwab Intermediately-Term US Treasury ETF worth $13.9K as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new LifeSteps Financial position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #352 holding.
  • LifeSteps Financial first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.