XPN
SCHR

XY Planning Network’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

XY Planning Network’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 		$877K Buy
35,557
+8,144
+30% +$201K 0.11% 156
2026
Q1 		$680K Buy
27,413
+5,206
+23% +$130K 0.11% 162
2025
Q4 		$557K Buy
22,207
+6,340
+40% +$160K 0.1% 164
2025
Q3 		$397K Hold
15,867
– – 0.14% 120
2025
Q2 		$397K Buy
15,867
+5,499
+53% +$136K 0.14% 120
2025
Q1 		$258K Buy
+10,368
New +$254K 0.17% 89

Other funds holding SCHR

MFT
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
DC
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
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

XY Planning Network's SCHR Position: Q2 2026 in Review

XY Planning Network increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 30% in Q2 2026, buying an estimated $201K and bringing the position to 35,557 shares worth $877K. The position accounts for 0.11% of the portfolio, ranked #156.

XY Planning Network first reported a position in SCHR in Q1 2025 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • XY Planning Network held 35,557 shares of Schwab Intermediately-Term US Treasury ETF worth $877K as of Q2 2026.
  • XY Planning Network bought 8,144 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $201K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.11% of XY Planning Network's portfolio in Q2 2026, its #156 holding.
  • XY Planning Network first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.