Whelan Financial’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Whelan Financial’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	$267K	Buy	+10,845	New	+$268K	0.07%	86

Other funds holding SCHR

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

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

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

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

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Whelan Financial's SCHR Position: Q2 2026 in Review

Whelan Financial opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 10,845 shares worth $267K. The stake represents 0.07% of the portfolio and ranks #86 among its holdings.

221 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Whelan Financial held 10,845 shares of Schwab Intermediately-Term US Treasury ETF worth $267K as of Q2 2026.
Schwab Intermediately-Term US Treasury ETF was a new Whelan Financial position in Q2 2026.
Schwab Intermediately-Term US Treasury ETF made up 0.07% of Whelan Financial's portfolio in Q2 2026, its #86 holding.
221 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.