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 Q3	$1.63M	Buy	68,650 +3,998	+6%	+$97.1K	0.03%	436
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

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Wealthcare Advisory Partners's SCHR Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 6.2% in Q3 2026, buying an estimated $97.1K and bringing the position to 68,650 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #436.

Wealthcare Advisory Partners first reported a position in SCHR in Q4 2019 and has held it in 7 quarters since. 463 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Wealthcare Advisory Partners held 68,650 shares of Schwab Intermediately-Term US Treasury ETF worth $1.63M as of Q3 2026.
Wealthcare Advisory Partners bought 3,998 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $97.1K.
Schwab Intermediately-Term US Treasury ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #436 holding.
Wealthcare Advisory Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and has held it in 7 quarters since.
463 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.