UWS
SCHR

Unique Wealth Strategies’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Unique Wealth Strategies’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 		$461K Buy
18,692
+120
+0.6% +$2.97K 0.17% 160
2026
Q1 		$463K Buy
18,572
+1,624
+10% +$40.7K 0.19% 163
2025
Q4 		$425K Buy
16,948
+1,925
+13% +$48.4K 0.17% 167
2025
Q3 		$378K Sell
15,023
-5,320
-26% -$133K 0.15% 178
2025
Q2 		$509K Sell
20,343
-37
-0.2% -$917 0.21% 147
2025
Q1 		$507K Buy
20,380
+141
+0.7% +$3.45K 0.23% 132
2024
Q4 		$492K Buy
20,239
+1,975
+11% +$48.6K 0.21% 145
2024
Q3 		$462K Buy
18,264
+9,274
+103% +$232K 0.19% 162
2024
Q2 		$220K Hold
8,990
– – 0.1% 173
2024
Q1 		$220K Buy
+8,990
New +$221K 0.11% 173

Other funds holding SCHR

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
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Unique Wealth Strategies's SCHR Position: Q2 2026 in Review

Unique Wealth Strategies increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.65% in Q2 2026, buying an estimated $2.97K and bringing the position to 18,692 shares worth $461K. The position accounts for 0.17% of the portfolio, ranked #160.

Unique Wealth Strategies first reported a position in SCHR in Q1 2024 and has held it in 10 quarters since. The position peaked at $509K in Q2 2025. 101 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Unique Wealth Strategies held 18,692 shares of Schwab Intermediately-Term US Treasury ETF worth $461K as of Q2 2026.
  • Unique Wealth Strategies bought 120 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $2.97K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.17% of Unique Wealth Strategies's portfolio in Q2 2026, its #160 holding.
  • Unique Wealth Strategies first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • Unique Wealth Strategies's Schwab Intermediately-Term US Treasury ETF position peaked at $509K in Q2 2025.
  • 101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.