RFP Financial Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

RFP Financial 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 Q3	$27.5M	Buy	+1,158,450	New	+$28.1M	13.29%	1

Other funds holding SCHR

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 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

RFP Financial Group's SCHR Position: Q3 2026 in Review

RFP Financial Group opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2026: 1,158,450 shares worth $27.5M. The stake represents 13.29% of the portfolio and ranks #1 among its holdings.

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

RFP Financial Group held 1,158,450 shares of Schwab Intermediately-Term US Treasury ETF worth $27.5M as of Q3 2026.
Schwab Intermediately-Term US Treasury ETF was a new RFP Financial Group position in Q3 2026.
Schwab Intermediately-Term US Treasury ETF made up 13.29% of RFP Financial Group's portfolio in Q3 2026, its #1 holding.
463 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on RFP Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.