Sequoia Financial Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Sequoia Financial Advisors’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	$1.63M	Buy	66,080 +43,616	+194%	+$1.08M	0.01%	720
2026 Q1	$560K	Sell	22,464 -11,019	-33%	-$276K	﹤0.01%	1208
2025 Q4	$840K	Sell	33,483 -3,560	-10%	-$89.6K	﹤0.01%	979
2025 Q3	$931K	Buy	37,043 +7,122	+24%	+$178K	0.01%	819
2025 Q2	$749K	Buy	29,921 +4,645	+18%	+$115K	0.01%	814
2025 Q1	$628K	Buy	25,276 +2,359	+10%	+$57.8K	﹤0.01%	771
2024 Q4	$557K	Sell	22,917 -6,187	-21%	-$152K	0.01%	763
2024 Q3	$736K	Sell	29,104 -1,204	-4%	-$30.1K	0.01%	632
2024 Q2	$739K	Sell	30,308 -487,550	-94%	-$11.8M	0.01%	567
2024 Q1	$12.7M	Buy	517,858 +1,482	+0.3%	+$36.4K	0.16%	119
2023 Q4	$12.8M	Sell	516,376 -28,708	-5%	-$694K	0.16%	125
2023 Q3	$13.1M	Sell	545,084 -15,342	-3%	-$373K	0.23%	83
2023 Q2	$13.8M	Sell	560,426 -47,124	-8%	-$1.18M	0.24%	82
2023 Q1	$15.3M	Sell	607,550 -38,988	-6%	-$972K	0.34%	56
2022 Q4	$15.9M	Sell	646,538 -48,308	-7%	-$1.19M	0.39%	52
2022 Q3	$17.1M	Sell	694,846 -82,360	-11%	-$2.11M	0.54%	34
2022 Q2	$20.1M	Sell	777,206 -62,078	-7%	-$1.61M	0.57%	33
2022 Q1	$22.3M	Sell	839,284 -20,974	-2%	-$573K	0.56%	30
2021 Q4	$24.1M	Buy	860,258 +587,588	+215%	+$16.5M	0.66%	27
2021 Q3	$7.73M	Sell	272,670 -597,448	-69%	-$17.1M	0.79%	28
2021 Q2	$24.7M	Buy	870,118 +30,070	+4%	+$854K	0.9%	21
2021 Q1	$23.7M	Buy	840,048 +39,578	+5%	+$1.14M	0.99%	20
2020 Q4	$23.3M	Sell	800,470 -9,062	-1%	-$264K	1.07%	17
2020 Q3	$23.8M	Buy	809,532 +12,628	+2%	+$371K	1.25%	16
2020 Q2	$23.4M	Buy	796,904 +24,100	+3%	+$707K	1.39%	16
2020 Q1	$22.7M	Buy	772,804 +11,676	+2%	+$330K	1.68%	13
2019 Q4	$20.9M	Buy	761,128 +91,332	+14%	+$2.52M	1.33%	14
2019 Q3	$18.6M	Buy	669,796 +100,228	+18%	+$2.77M	1.35%	13
2019 Q2	$15.7M	Buy	569,568 +132,386	+30%	+$3.57M	1.16%	16
2019 Q1	$11.8M	Buy	437,182 +220,680	+102%	+$5.85M	0.97%	19
2018 Q4	$5.73M	Buy	216,502 +31,062	+17%	+$806K	0.66%	28
2018 Q3	$4.8M	Buy	185,440 +60,466	+48%	+$1.58M	0.48%	37
2018 Q2	$3.27M	Buy	124,974 +7,310	+6%	+$190K	0.35%	53
2018 Q1	$3.09M	Buy	117,664 +15,682	+15%	+$412K	0.33%	59
2017 Q4	$2.72M	Buy	101,982 +8,492	+9%	+$228K	0.29%	67
2017 Q3	$2.52M	Sell	93,490 -2,520	-3%	-$68.2K	0.3%	68
2017 Q2	$2.59M	Sell	96,010 -45,884	-32%	-$1.24M	0.32%	62
2017 Q1	$3.8M	Buy	141,894 +42,338	+43%	+$1.13M	0.48%	42
2016 Q4	$2.66M	Buy	99,556 +5,468	+6%	+$148K	0.38%	53
2016 Q3	$2.61M	Buy	+94,088	New	+$2.62M	0.49%	36

Other funds holding SCHR

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

Sequoia Financial Advisors's SCHR Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 194% in Q2 2026, buying an estimated $1.08M and bringing the position to 66,080 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #720.

Sequoia Financial Advisors first reported a position in SCHR in Q3 2016 and has held it in 40 quarters since. The position peaked at $24.7M in Q2 2021. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Sequoia Financial Advisors held 66,080 shares of Schwab Intermediately-Term US Treasury ETF worth $1.63M as of Q2 2026.
Sequoia Financial Advisors bought 43,616 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $1.08M.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #720 holding.
Sequoia Financial Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2016 and has held it in 40 quarters since.
Sequoia Financial Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $24.7M in Q2 2021.
86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.