Whelan Financial
SCHR icon

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
Q3 		$257K Hold
10,845
– – 0.07% 93
2026
Q2 		$267K Buy
+10,845
New +$268K 0.07% 86

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Whelan Financial's SCHR Position: Q3 2026 in Review

Whelan Financial held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q3 2026 at 10,845 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #93.

Whelan Financial first reported a position in SCHR in Q2 2026 and has held it in 2 quarters since. The position peaked at $267K in Q2 2026. 463 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Whelan Financial held 10,845 shares of Schwab Intermediately-Term US Treasury ETF worth $257K as of Q3 2026.
  • Whelan Financial left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q3 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.07% of Whelan Financial's portfolio in Q3 2026, its #93 holding.
  • Whelan Financial first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • Whelan Financial's Schwab Intermediately-Term US Treasury ETF position peaked at $267K in Q2 2026.
  • 463 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.