MBE Wealth Management
SCHR icon

MBE Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

MBE Wealth Management’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 		$416K Sell
17,554
-642
-4% -$15.6K 0.15% 99
2026
Q2 		$449K Buy
18,196
+405
+2% +$10K 0.16% 87
2026
Q1 		$443K Sell
17,791
-4,742
-21% -$119K 0.18% 77
2025
Q4 		$565K Sell
22,533
-510
-2% -$12.8K 0.24% 57
2025
Q3 		$579K Sell
23,043
-539
-2% -$13.5K 0.25% 53
2025
Q2 		$590K Buy
23,582
+7,058
+43% +$175K 0.26% 51
2025
Q1 		$411K Buy
+16,524
New +$405K 0.2% 66

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MBE Wealth Management's SCHR Position: Q3 2026 in Review

MBE Wealth Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.5% in Q3 2026, selling an estimated $15.6K and leaving 17,554 shares worth $416K. The position accounts for 0.15% of the portfolio, ranked #99.

MBE Wealth Management first reported a position in SCHR in Q1 2025 and has held it in 7 quarters since. The position peaked at $590K in Q2 2025. 345 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • MBE Wealth Management held 17,554 shares of Schwab Intermediately-Term US Treasury ETF worth $416K as of Q3 2026.
  • MBE Wealth Management sold 642 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $15.6K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.15% of MBE Wealth Management's portfolio in Q3 2026, its #99 holding.
  • MBE Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 7 quarters since.
  • MBE Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $590K in Q2 2025.
  • 345 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.