Sierra Ocean’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Sierra Ocean’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	$9.9M	Buy	+419,101	New	+$10.2M	6.13%	7

Other funds holding SCHR

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

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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Sierra Ocean's SCHR Position: Q3 2026 in Review

Sierra Ocean opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2026: 419,101 shares worth $9.9M. The stake represents 6.13% of the portfolio and ranks #7 among its holdings.

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

Sierra Ocean held 419,101 shares of Schwab Intermediately-Term US Treasury ETF worth $9.9M as of Q3 2026.
Schwab Intermediately-Term US Treasury ETF was a new Sierra Ocean position in Q3 2026.
Schwab Intermediately-Term US Treasury ETF made up 6.13% of Sierra Ocean's portfolio in Q3 2026, its #7 holding.
244 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Sierra Ocean's 13F filing for Q3 2026, filed 3 Nov 2026.