RI
SCHR

Rinkey Investments’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Rinkey Investments’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 		$351K Hold
14,251
– – 0.08% 93
2026
Q1 		$355K Sell
14,251
-1,242
-8% -$31.1K 0.09% 89
2025
Q4 		$389K Sell
15,493
-15
-0.1% -$377 0.1% 88
2025
Q3 		$390K Buy
+15,508
New +$388K 0.1% 90

Other funds holding SCHR

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
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
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Rinkey Investments's SCHR Position: Q2 2026 in Review

Rinkey Investments held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 14,251 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #93.

Rinkey Investments first reported a position in SCHR in Q3 2025 and has held it in 4 quarters since. The position peaked at $390K in Q3 2025. 104 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Rinkey Investments held 14,251 shares of Schwab Intermediately-Term US Treasury ETF worth $351K as of Q2 2026.
  • Rinkey Investments left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.08% of Rinkey Investments's portfolio in Q2 2026, its #93 holding.
  • Rinkey Investments first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Rinkey Investments's Schwab Intermediately-Term US Treasury ETF position peaked at $390K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.