WIM
SCHR

Waycross Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Waycross Investment Management’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 		$1.13M Hold
45,646
– – 0.86% 30
2026
Q1 		$1.14M Hold
45,646
– – 1.09% 24
2025
Q4 		$1.14M Hold
45,646
– – 1.01% 25
2025
Q3 		$1.15M Hold
45,646
– – 1.17% 22
2025
Q2 		$1.14M Hold
45,646
– – 1.19% 21
2025
Q1 		$1.13M Hold
45,646
– – 1.28% 22
2024
Q4 		$1.11M Hold
45,646
– – 1.17% 26
2024
Q3 		$1.15M Buy
+45,646
New +$1.14M 1.06% 30

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
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
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Waycross Investment Management's SCHR Position: Q2 2026 in Review

Waycross Investment Management held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 45,646 shares worth $1.13M. The position accounts for 0.86% of the portfolio, ranked #30.

Waycross Investment Management first reported a position in SCHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.15M in Q3 2024. 94 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Waycross Investment Management held 45,646 shares of Schwab Intermediately-Term US Treasury ETF worth $1.13M as of Q2 2026.
  • Waycross Investment Management left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.86% of Waycross Investment Management's portfolio in Q2 2026, its #30 holding.
  • Waycross Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • Waycross Investment Management's Schwab Intermediately-Term US Treasury ETF position peaked at $1.15M in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Waycross Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.