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 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

Other funds holding SCHR

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

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

MBE Wealth Management's SCHR Position: Q2 2026 in Review

MBE Wealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 2.3% in Q2 2026, buying an estimated $10K and bringing the position to 18,196 shares worth $449K. The position accounts for 0.16% of the portfolio, ranked #87.

MBE Wealth Management first reported a position in SCHR in Q1 2025 and has held it in 6 quarters since. The position peaked at $590K in Q2 2025. 208 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

MBE Wealth Management held 18,196 shares of Schwab Intermediately-Term US Treasury ETF worth $449K as of Q2 2026.
MBE Wealth Management bought 405 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $10K.
Schwab Intermediately-Term US Treasury ETF made up 0.16% of MBE Wealth Management's portfolio in Q2 2026, its #87 holding.
MBE Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
MBE Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $590K in Q2 2025.
208 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.