WealthGarden F.S.’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

WealthGarden F.S.’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	$1.27M	Sell	51,679 -28	-0.1%	-$692	0.72%	41
2026 Q1	$1.29M	Buy	51,707 +13,071	+34%	+$328K	0.88%	33
2025 Q4	$967K	Buy	38,636 +7,288	+23%	+$183K	0.64%	46
2025 Q3	$793K	Buy	31,348 +751	+2%	+$18.8K	0.57%	56
2025 Q2	$760K	Buy	30,597 +5,100	+20%	+$126K	0.63%	48
2025 Q1	$634K	Buy	25,497 +4,625	+22%	+$113K	0.61%	60
2024 Q4	$507K	Buy	20,872 +9,072	+77%	+$223K	0.47%	66
2024 Q3	$299K	Buy	11,800 +3,354	+40%	+$83.8K	0.29%	95
2024 Q2	$206K	Buy	+8,446	New	+$204K	0.22%	111

Other funds holding SCHR

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

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 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

WealthGarden F.S.'s SCHR Position: Q2 2026 in Review

WealthGarden F.S. reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.05% in Q2 2026, selling an estimated $692 and leaving 51,679 shares worth $1.27M. The position accounts for 0.72% of the portfolio, ranked #41.

WealthGarden F.S. first reported a position in SCHR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.29M in Q1 2026. 221 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

WealthGarden F.S. held 51,679 shares of Schwab Intermediately-Term US Treasury ETF worth $1.27M as of Q2 2026.
WealthGarden F.S. sold 28 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $692.
Schwab Intermediately-Term US Treasury ETF made up 0.72% of WealthGarden F.S.'s portfolio in Q2 2026, its #41 holding.
WealthGarden F.S. first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s Schwab Intermediately-Term US Treasury ETF position peaked at $1.29M in Q1 2026.
221 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.