RWM
SCHR icon

Refined Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Refined Wealth Management’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 		$5.8M Buy
244,580
+11,104
+5% +$270K 3.25% 14
2026
Q2 		$5.76M Buy
233,476
+4,999
+2% +$124K 3.47% 14
2026
Q1 		$5.69M Buy
+228,477
New +$5.73M 3.59% 13

Other funds holding SCHR

Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Refined Wealth Management's SCHR Position: Q3 2026 in Review

Refined Wealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4.8% in Q3 2026, buying an estimated $270K and bringing the position to 244,580 shares worth $5.8M. The position accounts for 3.25% of the portfolio, ranked #14.

Refined Wealth Management first reported a position in SCHR in Q1 2026 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Refined Wealth Management held 244,580 shares of Schwab Intermediately-Term US Treasury ETF worth $5.8M as of Q3 2026.
  • Refined Wealth Management bought 11,104 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $270K.
  • Schwab Intermediately-Term US Treasury ETF made up 3.25% of Refined Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Refined Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Refined Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.