PWA
SCHR

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

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

Physician Wealth Advisors's SCHR Position: Q2 2026 in Review

Physician Wealth Advisors held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 33 shares worth $814. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

Physician Wealth Advisors first reported a position in SCHR in Q1 2026 and has held it in 2 quarters since. The position peaked at $823 in Q1 2026. 101 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Physician Wealth Advisors held 33 shares of Schwab Intermediately-Term US Treasury ETF worth $814 as of Q2 2026.
  • Physician Wealth Advisors left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1909 holding.
  • Physician Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Physician Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $823 in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.