Wealth Enhancement Advisory Services
SCHR

Wealth Enhancement Advisory Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Wealth Enhancement Advisory 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 		$74.7M Buy
3,049,531
+465,175
+18% +$11.5M 0.13% 144
2026
Q1 		$64.2M Sell
2,584,356
-96,175
-4% -$2.41M 0.13% 142
2025
Q4 		$67.3M Buy
2,680,531
+360,557
+16% +$9.07M 0.09% 211
2025
Q3 		$58.2M Buy
2,319,974
+54,620
+2% +$1.36M 0.09% 218
2025
Q2 		$56.2M Sell
2,265,354
-5,542
-0.2% -$137K 0.09% 208
2025
Q1 		$56.5M Sell
2,270,896
-1,053,821
-32% -$25.8M 0.11% 185
2024
Q4 		$80.8M Buy
3,324,717
+1,202,725
+57% +$29.6M 0.15% 130
2024
Q3 		$53.7M Buy
2,121,992
+31,920
+2% +$798K 0.12% 174
2024
Q2 		$51M Buy
2,090,072
+88,384
+4% +$2.14M 0.12% 172
2024
Q1 		$49.1M Buy
2,001,688
+74,106
+4% +$1.82M 0.13% 165
2023
Q4 		$47.9M Sell
1,927,582
-95,464
-5% -$2.31M 0.14% 153
2023
Q3 		$48.5M Buy
2,023,046
+1,255,684
+164% +$30.6M 0.16% 136
2023
Q2 		$18.9M Sell
767,362
-30,258
-4% -$758K 0.2% 57
2023
Q1 		$20.1M Sell
797,620
-27,392
-3% -$683K 0.23% 53
2022
Q4 		$20.7M Sell
825,012
-202,214
-20% -$4.98M 0.27% 56
2022
Q3 		$25.1M Sell
1,027,226
-228,696
-18% -$5.85M 0.36% 48
2022
Q2 		$32.2M Buy
1,255,922
+36,896
+3% +$954K 0.45% 42
2022
Q1 		$32.2M Sell
1,219,026
-178,186
-13% -$4.87M 0.43% 45
2021
Q4 		$38.5M Buy
1,397,212
+57,670
+4% +$1.62M 0.55% 39
2021
Q3 		$37.6M Buy
1,339,542
+89,200
+7% +$2.55M 0.55% 38
2021
Q2 		$35.8M Buy
1,250,342
+75,386
+6% +$2.14M 0.58% 36
2021
Q1 		$33.2M Buy
1,174,956
+81,404
+7% +$2.33M 0.6% 34
2020
Q4 		$31.6M Buy
1,093,552
+58,960
+6% +$1.72M 0.72% 27
2020
Q3 		$30.2M Buy
1,034,592
+34,994
+4% +$1.03M 0.79% 28
2020
Q2 		$29.4M Sell
999,598
-259,990
-21% -$7.63M 0.84% 26
2020
Q1 		$37M Sell
1,259,588
-398,030
-24% -$11.2M 1.32% 18
2019
Q4 		$45.5M Buy
1,657,618
+197,586
+14% +$5.46M 1.61% 17
2019
Q3 		$40.5M Buy
1,460,032
+261,252
+22% +$7.23M 1.63% 16
2019
Q2 		$32.8M Buy
1,198,780
+563,048
+89% +$15.2M 1.45% 18
2019
Q1 		$17M Buy
635,732
+10,020
+2% +$266K 0.96% 20
2018
Q4 		$16.5M Buy
625,712
+179,856
+40% +$4.67M 1.04% 20
2018
Q3 		$11.5M Buy
445,856
+10,168
+2% +$265K 0.7% 26
2018
Q2 		$11.4M Buy
435,688
+21,678
+5% +$565K 0.7% 26
2018
Q1 		$10.8M Buy
414,010
+27,408
+7% +$720K 0.73% 26
2017
Q4 		$10.3M Buy
386,602
+44,618
+13% +$1.2M 0.73% 26
2017
Q3 		$9.19M Buy
341,984
+21,974
+7% +$595K 0.76% 26
2017
Q2 		$8.6M Buy
320,010
+51,562
+19% +$1.39M 0.8% 27
2017
Q1 		$7.22M Buy
268,448
+19,966
+8% +$534K 0.77% 28
2016
Q4 		$6.63M Buy
248,482
+19,160
+8% +$519K 0.8% 28
2016
Q3 		$6.33M Buy
229,322
+30,260
+15% +$841K 0.94% 24
2016
Q2 		$5.57M Buy
199,062
+14,806
+8% +$409K 1.01% 24
2016
Q1 		$5.09M Buy
184,256
+34,362
+23% +$940K 1.03% 25
2015
Q4 		$4.02M Buy
149,894
+28,914
+24% +$780K 1.02% 26
2015
Q3 		$3.29M Buy
120,980
+21,130
+21% +$570K 1% 26
2015
Q2 		$2.68M Buy
99,850
+29,598
+42% +$798K 0.83% 27
2015
Q1 		$1.91M Buy
70,252
+20,130
+40% +$545K 0.73% 28
2014
Q4 		$1.34M Buy
+50,122
New +$1.34M 0.53% 35

Other funds holding SCHR

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 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
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

Wealth Enhancement Advisory Services's SCHR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 18% in Q2 2026, buying an estimated $11.5M and bringing the position to 3,049,531 shares worth $74.7M. The position accounts for 0.13% of the portfolio, ranked #144.

Wealth Enhancement Advisory Services first reported a position in SCHR in Q4 2014 and has held it in 47 quarters since. The position peaked at $80.8M in Q4 2024. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,049,531 shares of Schwab Intermediately-Term US Treasury ETF worth $74.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 465,175 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $11.5M.
  • Schwab Intermediately-Term US Treasury ETF made up 0.13% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #144 holding.
  • Wealth Enhancement Advisory Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2014 and has held it in 47 quarters since.
  • Wealth Enhancement Advisory Services's Schwab Intermediately-Term US Treasury ETF position peaked at $80.8M in Q4 2024.
  • 86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.