McCarley & Cook Financial Planners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

McCarley & Cook Financial Planners’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	$3.98K	Hold	168	–	–	﹤0.01%	215
2026 Q2	$4.14K	Hold	168	–	–	﹤0.01%	195
2026 Q1	$4.18K	Buy	+168	New	+$4.21K	﹤0.01%	204

Other funds holding SCHR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

McCarley & Cook Financial Planners's SCHR Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q3 2026 at 168 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

McCarley & Cook Financial Planners first reported a position in SCHR in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.18K in Q1 2026. 136 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

McCarley & Cook Financial Planners held 168 shares of Schwab Intermediately-Term US Treasury ETF worth $3.98K as of Q3 2026.
McCarley & Cook Financial Planners left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q3 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #215 holding.
McCarley & Cook Financial Planners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and has held it in 3 quarters since.
McCarley & Cook Financial Planners's Schwab Intermediately-Term US Treasury ETF position peaked at $4.18K in Q1 2026.
136 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.