Wolff Wiese Magana’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Wolff Wiese Magana’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	$4.12K	Hold	167	–	–	﹤0.01%	682
2026 Q1	$4.16K	Hold	167	–	–	﹤0.01%	641
2025 Q4	$4.19K	Hold	167	–	–	﹤0.01%	619
2025 Q3	$4.2K	Buy	167 +116	+227%	+$2.9K	﹤0.01%	636
2025 Q2	$1.28K	Buy	+51	New	+$1.26K	﹤0.01%	803
2024 Q1	–	Sell	-70	Closed	-$1.74K	–	744
2023 Q4	$1.74K	Sell	70 -70	-50%	-$1.69K	﹤0.01%	503
2023 Q3	$3.36K	Sell	140 -554	-80%	-$13.5K	﹤0.01%	485
2023 Q2	$17.1K	Buy	+694	New	+$17.4K	0.01%	292

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

Wolff Wiese Magana's SCHR Position: Q2 2026 in Review

Wolff Wiese Magana held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 167 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Wolff Wiese Magana first reported a position in SCHR in Q2 2023 and has held it in 8 quarters since. The position peaked at $17.1K in Q2 2023. 101 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Wolff Wiese Magana held 167 shares of Schwab Intermediately-Term US Treasury ETF worth $4.12K as of Q2 2026.
Wolff Wiese Magana left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #682 holding.
Wolff Wiese Magana first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and has held it in 8 quarters since.
Wolff Wiese Magana's Schwab Intermediately-Term US Treasury ETF position peaked at $17.1K in Q2 2023.
101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.