PA
SCHR

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

PFG 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 		$408K Sell
16,546
-1,277
-7% -$31.6K 0.02% 584
2026
Q1 		$444K Buy
17,823
+216
+1% +$5.41K 0.02% 572
2025
Q4 		$442K Buy
17,607
+523
+3% +$13.2K 0.02% 557
2025
Q3 		$429K Buy
+17,084
New +$427K 0.02% 592
2025
Q2 		– Sell
-16,993
Closed -$422K – 740
2025
Q1 		$422K Buy
16,993
+94
+0.6% +$2.3K 0.02% 515
2024
Q4 		$410K Sell
16,899
-443
-3% -$10.9K 0.03% 503
2024
Q3 		$439K Buy
17,342
+5,066
+41% +$127K 0.03% 481
2024
Q2 		$299K Buy
+12,276
New +$297K 0.02% 561

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

PFG Advisors's SCHR Position: Q2 2026 in Review

PFG Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 7.2% in Q2 2026, selling an estimated $31.6K and leaving 16,546 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #584.

PFG Advisors first reported a position in SCHR in Q2 2024 and has held it in 8 quarters since. The position peaked at $444K in Q1 2026. 101 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • PFG Advisors held 16,546 shares of Schwab Intermediately-Term US Treasury ETF worth $408K as of Q2 2026.
  • PFG Advisors sold 1,277 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $31.6K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.02% of PFG Advisors's portfolio in Q2 2026, its #584 holding.
  • PFG Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2024 and has held it in 8 quarters since.
  • PFG Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $444K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.