RCS Financial Planning’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

RCS Financial Planning’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	$5.99M	Buy	+252,914	New	+$6.14M	3.24%	7

Other funds holding SCHR

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

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

RCS Financial Planning's SCHR Position: Q3 2026 in Review

RCS Financial Planning opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2026: 252,914 shares worth $5.99M. The stake represents 3.24% of the portfolio and ranks #7 among its holdings.

149 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

RCS Financial Planning held 252,914 shares of Schwab Intermediately-Term US Treasury ETF worth $5.99M as of Q3 2026.
Schwab Intermediately-Term US Treasury ETF was a new RCS Financial Planning position in Q3 2026.
Schwab Intermediately-Term US Treasury ETF made up 3.24% of RCS Financial Planning's portfolio in Q3 2026, its #7 holding.
149 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.