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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$94.8K Sell
4,002
-398
-9% -$9.7K 0.05% 82
2026
Q2
$109K Buy
+4,400
New +$109K 0.06% 72

Other funds holding SCHR

Networth Advisors's SCHR Position: Q3 2026 in Review

Networth Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 9% in Q3 2026, selling an estimated $9.7K and leaving 4,002 shares worth $94.8K. The position accounts for 0.05% of the portfolio, ranked #82.

Networth Advisors first reported a position in SCHR in Q2 2026 and has held it in 2 quarters since. The position peaked at $109K in Q2 2026. 345 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Networth Advisors held 4,002 shares of Schwab Intermediately-Term US Treasury ETF worth $94.8K as of Q3 2026.
  • Networth Advisors sold 398 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $9.7K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.05% of Networth Advisors's portfolio in Q3 2026, its #82 holding.
  • Networth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • Networth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $109K in Q2 2026.
  • 345 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.