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

Physician 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 Q3	$783	Hold	33	–	–	﹤0.01%	2047
2026 Q2	$814	Hold	33	–	–	﹤0.01%	1909
2026 Q1	$823	Buy	+33	New	+$827	﹤0.01%	1775

Other funds holding SCHR

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 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

Physician Wealth Advisors's SCHR Position: Q3 2026 in Review

Physician Wealth Advisors held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q3 2026 at 33 shares worth $783. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

Physician Wealth Advisors first reported a position in SCHR in Q1 2026 and has held it in 3 quarters since. The position peaked at $823 in Q1 2026. 463 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Physician Wealth Advisors held 33 shares of Schwab Intermediately-Term US Treasury ETF worth $783 as of Q3 2026.
Physician Wealth Advisors 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 Physician Wealth Advisors's portfolio in Q3 2026, its #2047 holding.
Physician Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and has held it in 3 quarters since.
Physician Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $823 in Q1 2026.
463 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.