MYeCFO
SCHR icon

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

MYeCFO’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 		$5.94M Sell
250,820
-2,441
-1% -$59.3K 2.23% 9
2026
Q2 		$6.25M Buy
253,261
+15,583
+7% +$385K 2.36% 9
2026
Q1 		$5.92M Buy
237,678
+15,313
+7% +$384K 2.48% 10
2025
Q4 		$5.58M Buy
222,365
+19,117
+9% +$481K 2.37% 10
2025
Q3 		$5.11M Buy
203,248
+10,361
+5% +$259K 2.32% 10
2025
Q2 		$4.93M Buy
192,887
+4,974
+3% +$123K 2.42% 10
2025
Q1 		$4.67M Buy
187,913
+9,614
+5% +$235K 2.47% 10
2024
Q4 		$4.33M Sell
178,299
-8,101
-4% -$199K 2.34% 10
2024
Q3 		$4.72M Buy
186,400
+4,468
+2% +$112K 2.55% 9
2024
Q2 		$4.44M Sell
181,932
-8,246
-4% -$200K 2.56% 8
2024
Q1 		$4.66M Buy
190,178
+5,116
+3% +$126K 2.73% 7
2023
Q4 		$4.6M Buy
185,062
+21,082
+13% +$509K 2.9% 9
2023
Q3 		$3.92M Buy
163,980
+642
+0.4% +$15.6K 2.72% 10
2023
Q2 		$4.02M Buy
163,338
+1,392
+0.9% +$34.9K 2.92% 8
2023
Q1 		$4.08M Buy
161,946
+23,568
+17% +$587K 3.06% 8
2022
Q4 		$3.41M Buy
+138,378
New +$3.41M 2.8% 9

Other funds holding SCHR

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Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Cornerstone Wealth Advisors
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

MYeCFO's SCHR Position: Q3 2026 in Review

MYeCFO reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.96% in Q3 2026, selling an estimated $59.3K and leaving 250,820 shares worth $5.94M. The position accounts for 2.23% of the portfolio, ranked #9.

MYeCFO first reported a position in SCHR in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.25M in Q2 2026. 225 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • MYeCFO held 250,820 shares of Schwab Intermediately-Term US Treasury ETF worth $5.94M as of Q3 2026.
  • MYeCFO sold 2,441 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $59.3K.
  • Schwab Intermediately-Term US Treasury ETF made up 2.23% of MYeCFO's portfolio in Q3 2026, its #9 holding.
  • MYeCFO first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 16 quarters since.
  • MYeCFO's Schwab Intermediately-Term US Treasury ETF position peaked at $6.25M in Q2 2026.
  • 225 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.