Wealthcare Advisory Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Wealthcare Advisory Partners’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	$1.59M	Buy	64,652 +15,625	+32%	+$386K	0.03%	404
2026 Q1	$1.22M	Buy	49,027 +5,883	+14%	+$147K	0.02%	467
2025 Q4	$1.08M	Buy	+43,144	New	+$1.09M	0.02%	494
2021 Q2	–	Sell	-2,234	Closed	-$63K	–	1629
2021 Q1	$63K	Buy	+2,234	New	+$64.1K	﹤0.01%	808
2020 Q2	–	Sell	-86	Closed	-$3K	–	1163
2020 Q1	$3K	Hold	86	–	–	﹤0.01%	1251
2019 Q4	$2K	Buy	+86	New	+$2.38K	﹤0.01%	1273

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's SCHR Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 32% in Q2 2026, buying an estimated $386K and bringing the position to 64,652 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #404.

Wealthcare Advisory Partners first reported a position in SCHR in Q4 2019 and has held it in 6 quarters since. 101 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Wealthcare Advisory Partners held 64,652 shares of Schwab Intermediately-Term US Treasury ETF worth $1.59M as of Q2 2026.
Wealthcare Advisory Partners bought 15,625 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $386K.
Schwab Intermediately-Term US Treasury ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #404 holding.
Wealthcare Advisory Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and has held it in 6 quarters since.
101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.