Silverlake Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Silverlake Wealth Management’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	$317K	Sell	13,371 -7,039	-34%	-$171K	0.06%	290
2026 Q2	$503K	Buy	+20,410	New	+$504K	0.1%	225
2022 Q4	–	Sell	-16,484	Closed	-$405K	–	220
2022 Q3	$405K	Sell	16,484 -5,014	-23%	-$128K	0.27%	92
2022 Q2	$555K	Buy	21,498 +3,378	+19%	+$87.3K	0.36%	71
2022 Q1	$482K	Buy	+18,120	New	+$495K	0.28%	93

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

LPL Financial San Diego, California $468B AUM 17.69% 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

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

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

Silverlake Wealth Management's SCHR Position: Q3 2026 in Review

Silverlake Wealth Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 34% in Q3 2026, selling an estimated $171K and leaving 13,371 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #290.

Silverlake Wealth Management first reported a position in SCHR in Q1 2022 and has held it in 5 quarters since. The position peaked at $555K in Q2 2022. 345 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Silverlake Wealth Management held 13,371 shares of Schwab Intermediately-Term US Treasury ETF worth $317K as of Q3 2026.
Silverlake Wealth Management sold 7,039 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $171K.
Schwab Intermediately-Term US Treasury ETF made up 0.06% of Silverlake Wealth Management's portfolio in Q3 2026, its #290 holding.
Silverlake Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2022 and has held it in 5 quarters since.
Silverlake Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $555K in Q2 2022.
345 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.