PAG
SCHR

Private Advisor Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Private Advisor Group’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 		$899K Sell
36,448
-2,102
-5% -$52K ﹤0.01% 1440
2026
Q1 		$960K Buy
38,550
+6,885
+22% +$173K ﹤0.01% 1447
2025
Q4 		$794K Sell
31,665
-382,284
-92% -$9.62M ﹤0.01% 1538
2025
Q3 		$10.4M Buy
413,949
+149,494
+57% +$3.74M 0.05% 373
2025
Q2 		$6.62M Sell
264,455
-31,490
-11% -$780K 0.04% 471
2025
Q1 		$7.36M Buy
295,945
+56,855
+24% +$1.39M 0.04% 410
2024
Q4 		$5.81M Buy
239,090
+223,802
+1,464% +$5.51M 0.03% 475
2024
Q3 		$387K Sell
15,288
-2,202
-13% -$55K ﹤0.01% 1766
2024
Q2 		$426K Sell
17,490
-3,644
-17% -$88.2K ﹤0.01% 1649
2024
Q1 		$518K Sell
21,134
-174,406
-89% -$4.29M ﹤0.01% 1495
2023
Q4 		$4.86M Buy
195,540
+34,704
+22% +$838K 0.04% 436
2023
Q3 		$3.86M Buy
160,836
+18,778
+13% +$457K 0.03% 484
2023
Q2 		$3.5M Buy
142,058
+78,180
+122% +$1.96M 0.03% 528
2023
Q1 		$1.61M Buy
+63,878
New +$1.59M 0.02% 784
2022
Q4 		– Sell
-42,750
Closed -$1.05M – 1920
2022
Q3 		$1.05M Buy
+42,750
New +$1.09M 0.01% 900
2020
Q4 		– Sell
-29,700
Closed -$873K – 1819
2020
Q3 		$873K Sell
29,700
-326
-1% -$9.57K 0.01% 839
2020
Q2 		$883K Buy
30,026
+13,084
+77% +$384K 0.01% 808
2020
Q1 		$498K Buy
+16,942
New +$479K 0.01% 896
2019
Q4 		– Sell
-9,744
Closed -$271K – 1729
2019
Q3 		$271K Buy
+9,744
New +$270K ﹤0.01% 1345

Other funds holding SCHR

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
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
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 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

Private Advisor Group's SCHR Position: Q2 2026 in Review

Private Advisor Group reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 5.5% in Q2 2026, selling an estimated $52K and leaving 36,448 shares worth $899K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Private Advisor Group first reported a position in SCHR in Q3 2019 and has held it in 19 quarters since. The position peaked at $10.4M in Q3 2025. 221 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Private Advisor Group held 36,448 shares of Schwab Intermediately-Term US Treasury ETF worth $899K as of Q2 2026.
  • Private Advisor Group sold 2,102 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $52K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1440 holding.
  • Private Advisor Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2019 and has held it in 19 quarters since.
  • Private Advisor Group's Schwab Intermediately-Term US Treasury ETF position peaked at $10.4M in Q3 2025.
  • 221 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.