Net Worth Advisory Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Net Worth Advisory 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	–	Sell	-35,666	Closed	-$888K	–	456
2026 Q1	$888K	Buy	35,666 +2,136	+6%	+$53.5K	0.18%	109
2025 Q4	$841K	Buy	+33,530	New	+$844K	0.17%	117
2025 Q3	–	Sell	-31,655	Closed	-$792K	–	475
2025 Q2	$792K	Buy	+31,655	New	+$784K	0.18%	111

Other funds holding SCHR

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

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

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

Net Worth Advisory Group's SCHR Position: Q2 2026 in Review

Net Worth Advisory Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 35,666 shares — an estimated $888K sold.

Net Worth Advisory Group first reported a position in SCHR in Q2 2025 and held it in 3 quarters. The position peaked at $888K in Q1 2026. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Net Worth Advisory Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Net Worth Advisory Group sold 35,666 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $888K.
Net Worth Advisory Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and held it in 3 quarters.
Net Worth Advisory Group's Schwab Intermediately-Term US Treasury ETF position peaked at $888K in Q1 2026.
86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.