Seek First
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Seek First’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Seek First’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 		– Sell
-8,378
Closed -$207K – 67
2026
Q2 		$207K Sell
8,378
-1,191
-12% -$29.4K 0.13% 66
2026
Q1 		$238K Sell
9,569
-57
-0.6% -$1.43K 0.17% 55
2025
Q4 		$241K Buy
9,626
+117
+1% +$2.94K 0.17% 53
2025
Q3 		$239K Buy
9,509
+90
+1% +$2.25K 0.17% 53
2025
Q2 		$236K Buy
9,419
+89
+1% +$2.2K 0.19% 52
2025
Q1 		$232K Buy
+9,330
New +$228K 0.21% 48

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Moisand Fitzgerald Tamayo
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Cornerstone Wealth Advisors
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

Seek First's SCHR Position: Q3 2026 in Review

Seek First sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2026, closing a stake of 8,378 shares — an estimated $207K sold.

Seek First first reported a position in SCHR in Q1 2025 and held it in 6 quarters. The position peaked at $241K in Q4 2025. 209 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Seek First reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • Seek First sold 8,378 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $207K.
  • Seek First first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and held it in 6 quarters.
  • Seek First's Schwab Intermediately-Term US Treasury ETF position peaked at $241K in Q4 2025.
  • 209 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.