MSG
SCHR

Main Street Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Main Street Group’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 		$3.58K Hold
145
– – ﹤0.01% 688
2026
Q1 		$3.61K Buy
+145
New +$3.63K ﹤0.01% 683
2025
Q4 		– Sell
-242
Closed -$6.08K – 500
2025
Q3 		$6.08K Hold
242
– – ﹤0.01% 586
2025
Q2 		$6.06K Sell
242
-125
-34% -$3.1K ﹤0.01% 555
2025
Q1 		$9.1K Hold
367
– – ﹤0.01% 508
2024
Q4 		$8.89K Buy
367
+1
+0.3% +$25 ﹤0.01% 504
2024
Q3 		$9.26K Sell
366
-2
-0.5% -$50 ﹤0.01% 507
2024
Q2 		$8.86K Sell
368
-102
-22% -$2.47K ﹤0.01% 539
2024
Q1 		$11.4K Hold
470
– – 0.01% 515
2023
Q4 		$11.7K Buy
+470
New +$11.4K ﹤0.01% 759

Other funds holding SCHR

MFT
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DC
Davenport & Co Richmond, Virginia $19.6B 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
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return