NRW
SCHR

Nova R Wealth’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Nova R Wealth’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 		$1.97M Sell
80,003
-290
-0.4% -$7.17K 0.58% 33
2026
Q1 		$2M Buy
80,293
+946
+1% +$23.7K 0.64% 32
2025
Q4 		$1.99M Buy
+79,347
New +$2M 0.73% 30

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

Nova R Wealth's SCHR Position: Q2 2026 in Review

Nova R Wealth reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.36% in Q2 2026, selling an estimated $7.17K and leaving 80,003 shares worth $1.97M. The position accounts for 0.58% of the portfolio, ranked #33.

Nova R Wealth first reported a position in SCHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $2M in Q1 2026. 101 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Nova R Wealth held 80,003 shares of Schwab Intermediately-Term US Treasury ETF worth $1.97M as of Q2 2026.
  • Nova R Wealth sold 290 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $7.17K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.58% of Nova R Wealth's portfolio in Q2 2026, its #33 holding.
  • Nova R Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Nova R Wealth's Schwab Intermediately-Term US Treasury ETF position peaked at $2M in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.