Pacific Capital Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Pacific Capital Wealth Advisors’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	$443K	Hold	17,969	–	–	0.07%	59
2026 Q1	$448K	Hold	17,969	–	–	0.08%	59
2025 Q4	$451K	Hold	17,969	–	–	0.08%	55
2025 Q3	$452K	Buy	+17,969	New	+$449K	0.08%	51
2022 Q3	–	Sell	-17,202	Closed	-$444K	–	90
2022 Q2	$444K	Sell	17,202 -786	-4%	-$20.3K	0.12%	66
2022 Q1	$479K	Sell	17,988 -124	-0.7%	-$3.39K	0.14%	69
2021 Q4	$508K	Buy	18,112 +8	+0%	+$225	0.15%	70
2021 Q3	$513K	Buy	18,104 +4,270	+31%	+$122K	0.16%	66
2021 Q2	$393K	Buy	+13,834	New	+$393K	0.2%	61

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Pacific Capital Wealth Advisors's SCHR Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 17,969 shares worth $443K. The position accounts for 0.07% of the portfolio, ranked #59.

Pacific Capital Wealth Advisors first reported a position in SCHR in Q2 2021 and has held it in 9 quarters since. The position peaked at $513K in Q3 2021. 101 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Pacific Capital Wealth Advisors held 17,969 shares of Schwab Intermediately-Term US Treasury ETF worth $443K as of Q2 2026.
Pacific Capital Wealth Advisors left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Intermediately-Term US Treasury ETF made up 0.07% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Pacific Capital Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2021 and has held it in 9 quarters since.
Pacific Capital Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $513K in Q3 2021.
101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.