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 Q3	$484K	Buy	20,423 +3,877	+23%	+$94.2K	0.02%	543
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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

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

PFG Advisors's SCHR Position: Q3 2026 in Review

PFG Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 23% in Q3 2026, buying an estimated $94.2K and bringing the position to 20,423 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #543.

PFG Advisors first reported a position in SCHR in Q2 2024 and has held it in 9 quarters since. 200 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

PFG Advisors held 20,423 shares of Schwab Intermediately-Term US Treasury ETF worth $484K as of Q3 2026.
PFG Advisors bought 3,877 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $94.2K.
Schwab Intermediately-Term US Treasury ETF made up 0.02% of PFG Advisors's portfolio in Q3 2026, its #543 holding.
PFG Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
200 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.