TradeWell Securities’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

TradeWell Securities’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	$886K	Buy	37,386 +9,021	+32%	+$219K	0.3%	30
2026 Q2	$699K	Buy	28,365 +12,286	+76%	+$304K	0.25%	30
2026 Q1	$400K	Buy	+16,079	New	+$403K	0.17%	37

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

TradeWell Securities's SCHR Position: Q3 2026 in Review

TradeWell Securities increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 32% in Q3 2026, buying an estimated $219K and bringing the position to 37,386 shares worth $886K. The position accounts for 0.3% of the portfolio, ranked #30.

TradeWell Securities first reported a position in SCHR in Q1 2026 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

TradeWell Securities held 37,386 shares of Schwab Intermediately-Term US Treasury ETF worth $886K as of Q3 2026.
TradeWell Securities bought 9,021 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $219K.
Schwab Intermediately-Term US Treasury ETF made up 0.3% of TradeWell Securities's portfolio in Q3 2026, its #30 holding.
TradeWell Securities first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and has held it in 3 quarters since.
213 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.