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 Q3	$902K	Buy	38,064 +2,507	+7%	+$60.9K	0.1%	166
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

XY Planning Network's SCHR Position: Q3 2026 in Review

XY Planning Network increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 7.1% in Q3 2026, buying an estimated $60.9K and bringing the position to 38,064 shares worth $902K. The position accounts for 0.1% of the portfolio, ranked #166.

XY Planning Network first reported a position in SCHR in Q1 2025 and has held it in 7 quarters since. 149 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

XY Planning Network held 38,064 shares of Schwab Intermediately-Term US Treasury ETF worth $902K as of Q3 2026.
XY Planning Network bought 2,507 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $60.9K.
Schwab Intermediately-Term US Treasury ETF made up 0.1% of XY Planning Network's portfolio in Q3 2026, its #166 holding.
XY Planning Network first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 7 quarters since.
149 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.