WCFA
SCHR

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

Walkner Condon 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 		$11.1M Sell
450,208
-2,215
-0.5% -$54.8K 1.27% 18
2026
Q1 		$11.3M Buy
452,423
+19,192
+4% +$481K 1.49% 16
2025
Q4 		$10.9M Buy
433,231
+5,243
+1% +$132K 1.51% 15
2025
Q3 		$10.8M Buy
427,988
+2,593
+0.6% +$64.8K 1.7% 15
2025
Q2 		$10.6M Buy
425,395
+28,133
+7% +$697K 1.96% 12
2025
Q1 		$9.88M Buy
397,262
+32,299
+9% +$791K 2% 12
2024
Q4 		$8.87M Buy
364,963
+148,043
+68% +$3.64M 1.8% 11
2024
Q3 		$5.49M Buy
216,920
+23,266
+12% +$581K 1.12% 23
2024
Q2 		$4.72M Buy
193,654
+22,454
+13% +$544K 1.02% 30
2024
Q1 		$4.2M Buy
171,200
+26,612
+18% +$654K 0.89% 32
2023
Q4 		$3.59M Buy
144,588
+28,408
+24% +$686K 0.82% 33
2023
Q3 		$2.78M Buy
116,180
+41,506
+56% +$1.01M 0.74% 36
2023
Q2 		$1.84M Buy
74,674
+6,144
+9% +$154K 0.49% 51
2023
Q1 		$1.73M Buy
68,530
+334
+0.5% +$8.32K 0.48% 47
2022
Q4 		$1.68M Sell
68,196
-42,058
-38% -$1.04M 0.5% 44
2022
Q3 		$2.71M Sell
110,254
-1,140
-1% -$29.1K 0.87% 29
2022
Q2 		$2.87M Buy
111,394
+488
+0.4% +$12.6K 0.9% 30
2022
Q1 		$2.95M Sell
110,906
-43,594
-28% -$1.19M 0.84% 31
2021
Q4 		$4.34M Buy
154,500
+2,126
+1% +$59.8K 2.82% 6
2021
Q3 		$4.32M Buy
152,374
+7,282
+5% +$208K 2.13% 14
2021
Q2 		$4.13M Buy
145,092
+26,628
+22% +$756K 1.51% 19
2021
Q1 		$3.34M Buy
118,464
+10,758
+10% +$309K 1.3% 20
2020
Q4 		$3.13M Buy
107,706
+40,650
+61% +$1.18M 1.35% 20
2020
Q3 		$1.97M Buy
+67,056
New +$1.97M 1.05% 25

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Walkner Condon Financial Advisors's SCHR Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.49% in Q2 2026, selling an estimated $54.8K and leaving 450,208 shares worth $11.1M. The position accounts for 1.27% of the portfolio, ranked #18.

Walkner Condon Financial Advisors first reported a position in SCHR in Q3 2020 and has held it in 24 quarters since. The position peaked at $11.3M in Q1 2026. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Walkner Condon Financial Advisors held 450,208 shares of Schwab Intermediately-Term US Treasury ETF worth $11.1M as of Q2 2026.
  • Walkner Condon Financial Advisors sold 2,215 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $54.8K.
  • Schwab Intermediately-Term US Treasury ETF made up 1.27% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Walkner Condon Financial Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2020 and has held it in 24 quarters since.
  • Walkner Condon Financial Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $11.3M in Q1 2026.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.