WFS
SCHR

Walker Financial Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Walker Financial Services’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 		$14.7M Buy
597,458
+69,102
+13% +$1.71M 4.56% 10
2026
Q1 		$13.2M Buy
528,356
+85,306
+19% +$2.14M 4.5% 10
2025
Q4 		$11.1M Buy
443,050
+89,136
+25% +$2.24M 4.03% 11
2025
Q3 		$8.89M Buy
+353,914
New +$8.84M 3.46% 10

Other funds holding SCHR

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
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
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Walker Financial Services's SCHR Position: Q2 2026 in Review

Walker Financial Services increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 13% in Q2 2026, buying an estimated $1.71M and bringing the position to 597,458 shares worth $14.7M. The position accounts for 4.56% of the portfolio, ranked #10.

Walker Financial Services first reported a position in SCHR in Q3 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Walker Financial Services held 597,458 shares of Schwab Intermediately-Term US Treasury ETF worth $14.7M as of Q2 2026.
  • Walker Financial Services bought 69,102 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $1.71M.
  • Schwab Intermediately-Term US Treasury ETF made up 4.56% of Walker Financial Services's portfolio in Q2 2026, its #10 holding.
  • Walker Financial Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.