RDFA
SCHR

Ritter Daniher Financial Advisory’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Ritter Daniher Financial Advisory’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 		$49.4K Buy
2,005
+20
+1% +$494 0.01% 278
2026
Q1 		$49.4K Sell
1,985
-1,382
-41% -$34.6K 0.01% 276
2025
Q4 		$84.5K Buy
+3,367
New +$84.7K 0.01% 230

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
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Ritter Daniher Financial Advisory's SCHR Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 1% in Q2 2026, buying an estimated $494 and bringing the position to 2,005 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #278.

Ritter Daniher Financial Advisory first reported a position in SCHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $84.5K in Q4 2025. 116 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Ritter Daniher Financial Advisory held 2,005 shares of Schwab Intermediately-Term US Treasury ETF worth $49.4K as of Q2 2026.
  • Ritter Daniher Financial Advisory bought 20 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $494.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #278 holding.
  • Ritter Daniher Financial Advisory first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Ritter Daniher Financial Advisory's Schwab Intermediately-Term US Treasury ETF position peaked at $84.5K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.