PFA
SCHR

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

Portland Financial 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 		$690K Buy
27,982
+2,097
+8% +$51.8K 1.26% 21
2026
Q1 		$645K Buy
25,885
+9,051
+54% +$227K 1.34% 22
2025
Q4 		$422K Buy
16,834
+40
+0.2% +$1.01K 0.9% 42
2025
Q3 		$422K Sell
16,794
-130
-0.8% -$3.25K 0.9% 41
2025
Q2 		$424K Hold
16,924
– – 1.02% 37
2025
Q1 		$421K Buy
16,924
+1,264
+8% +$30.9K 1.08% 35
2024
Q4 		$380K Buy
+15,660
New +$385K 1.02% 36

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

Portland Financial Advisors's SCHR Position: Q2 2026 in Review

Portland Financial Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 8.1% in Q2 2026, buying an estimated $51.8K and bringing the position to 27,982 shares worth $690K. The position accounts for 1.26% of the portfolio, ranked #21.

Portland Financial Advisors first reported a position in SCHR in Q4 2024 and has held it in 7 quarters since. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Portland Financial Advisors held 27,982 shares of Schwab Intermediately-Term US Treasury ETF worth $690K as of Q2 2026.
  • Portland Financial Advisors bought 2,097 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $51.8K.
  • Schwab Intermediately-Term US Treasury ETF made up 1.26% of Portland Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Portland Financial Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.