Strategic Blueprint’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Strategic Blueprint’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	$1.13M	Buy	47,715 +20,596	+76%	+$500K	0.06%	283
2026 Q2	$669K	Buy	27,119 +13,754	+103%	+$340K	0.03%	388
2026 Q1	$333K	Buy	13,365 +379	+3%	+$9.5K	0.02%	495
2025 Q4	$326K	Buy	12,986 +314	+2%	+$7.9K	0.02%	502
2025 Q3	$318K	Buy	12,672 +3,646	+40%	+$91.1K	0.01%	593
2025 Q2	$226K	Buy	+9,026	New	+$224K	0.01%	631
2021 Q3	–	Sell	-556	Closed	-$16K	–	1144
2021 Q2	$16K	Buy	+556	New	+$15.8K	﹤0.01%	865

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

Strategic Blueprint's SCHR Position: Q3 2026 in Review

Strategic Blueprint increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 76% in Q3 2026, buying an estimated $500K and bringing the position to 47,715 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #283.

Strategic Blueprint first reported a position in SCHR in Q2 2021 and has held it in 7 quarters since. 269 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Strategic Blueprint held 47,715 shares of Schwab Intermediately-Term US Treasury ETF worth $1.13M as of Q3 2026.
Strategic Blueprint bought 20,596 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $500K.
Schwab Intermediately-Term US Treasury ETF made up 0.06% of Strategic Blueprint's portfolio in Q3 2026, its #283 holding.
Strategic Blueprint first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2021 and has held it in 7 quarters since.
269 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.