MWM
SCHR

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

Mission 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 		$525K Hold
21,272
– – 0.01% 672
2026
Q1 		$530K Buy
+21,272
New +$533K 0.01% 479

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
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

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

Mission Wealth Management held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 21,272 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #672.

Mission Wealth Management first reported a position in SCHR in Q1 2026 and has held it in 2 quarters since. The position peaked at $530K in Q1 2026. 101 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Mission Wealth Management held 21,272 shares of Schwab Intermediately-Term US Treasury ETF worth $525K as of Q2 2026.
  • Mission Wealth Management left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #672 holding.
  • Mission Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Mission Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $530K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.