UFA
SCHR

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

Unify 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 		$1.02M Sell
41,471
-798
-2% -$19.7K 0.94% 29
2026
Q1 		$1.05M Sell
42,269
-724
-2% -$18.1K 1.09% 25
2025
Q4 		$1.08M Buy
+42,993
New +$1.08M 1.12% 25

Other funds holding SCHR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
DC
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
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

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

Unify Financial Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 1.9% in Q2 2026, selling an estimated $19.7K and leaving 41,471 shares worth $1.02M. The position accounts for 0.94% of the portfolio, ranked #29.

Unify Financial Advisors first reported a position in SCHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q4 2025. 129 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Unify Financial Advisors held 41,471 shares of Schwab Intermediately-Term US Treasury ETF worth $1.02M as of Q2 2026.
  • Unify Financial Advisors sold 798 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $19.7K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.94% of Unify Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Unify Financial Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $1.08M in Q4 2025.
  • 129 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.