Your Advocates Ltd
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Your Advocates Ltd’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Your Advocates Ltd’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 		$26.4M Buy
1,112,558
+53,146
+5% +$1.29M 7.48% 5
2026
Q2 		$26.1M Buy
1,059,412
+56,518
+6% +$1.4M 7.47% 5
2026
Q1 		$25M Buy
1,002,894
+131,664
+15% +$3.3M 7.62% 4
2025
Q4 		$21.9M Buy
871,230
+53,965
+7% +$1.36M 7.13% 5
2025
Q3 		$20.5M Buy
817,265
+26,587
+3% +$664K 6.88% 6
2025
Q2 		$19.8M Buy
790,678
+7,789
+1% +$193K 7.11% 6
2025
Q1 		$19.5M Buy
782,889
+11,277
+1% +$276K 7.47% 5
2024
Q4 		$18.7M Buy
771,612
+29,714
+4% +$731K 7.45% 5
2024
Q3 		$18.8M Sell
741,898
-8,138
-1% -$203K 7.37% 5
2024
Q2 		$18.3M Sell
750,036
-192,580
-20% -$4.66M 7.68% 4
2024
Q1 		$23.1M Sell
942,616
-35,780
-4% -$880K 9.76% 4
2023
Q4 		$24.3M Buy
978,396
+607,394
+164% +$14.7M 9.79% 4
2023
Q3 		$8.89M Buy
371,002
+35,914
+11% +$874K 5.31% 7
2023
Q2 		$8.26M Buy
335,088
+44,394
+15% +$1.11M 4.23% 9
2023
Q1 		$7.33M Sell
290,694
-1,158,736
-80% -$28.9M 4.02% 9
2022
Q4 		$35.7M Sell
1,449,430
-182,800
-11% -$4.5M 20.61% 1
2022
Q3 		$40.1M Sell
1,632,230
-33,978
-2% -$869K 24.04% 1
2022
Q2 		$43M Buy
1,666,208
+30,818
+2% +$797K 25.44% 1
2022
Q1 		$43.5M Buy
1,635,390
+128,650
+9% +$3.51M 24.71% 1
2021
Q4 		$42.3M Buy
1,506,740
+215,592
+17% +$6.07M 23.9% 2
2021
Q3 		$36.6M Buy
1,291,148
+73,308
+6% +$2.1M 23.72% 2
2021
Q2 		$34.6M Buy
1,217,840
+377,516
+45% +$10.7M 22.49% 2
2021
Q1 		$23.7M Buy
840,324
+259,364
+45% +$7.44M 17.52% 1
2020
Q4 		$16.9M Sell
580,960
-417,126
-42% -$12.2M 12.44% 1
2020
Q3 		$29.3M Sell
998,086
-273,142
-21% -$8.02M 22.98% 1
2020
Q2 		$37.3M Buy
1,271,228
+908,148
+250% +$26.6M 25.85% 2
2020
Q1 		$10.7M Buy
363,080
+64,774
+22% +$1.83M 9.21% 4
2019
Q4 		$8.19M Buy
+298,306
New +$8.24M 6.47% 8

Other funds holding SCHR

Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Cornerstone Wealth Advisors
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Your Advocates Ltd's SCHR Position: Q3 2026 in Review

Your Advocates Ltd increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 5% in Q3 2026, buying an estimated $1.29M and bringing the position to 1,112,558 shares worth $26.4M. The position accounts for 7.48% of the portfolio, ranked #5.

Your Advocates Ltd first reported a position in SCHR in Q4 2019 and has held it in 28 quarters since. The position peaked at $43.5M in Q1 2022. 284 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Your Advocates Ltd held 1,112,558 shares of Schwab Intermediately-Term US Treasury ETF worth $26.4M as of Q3 2026.
  • Your Advocates Ltd bought 53,146 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $1.29M.
  • Schwab Intermediately-Term US Treasury ETF made up 7.48% of Your Advocates Ltd's portfolio in Q3 2026, its #5 holding.
  • Your Advocates Ltd first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and has held it in 28 quarters since.
  • Your Advocates Ltd's Schwab Intermediately-Term US Treasury ETF position peaked at $43.5M in Q1 2022.
  • 284 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Your Advocates Ltd's 13F filing for Q3 2026, filed 3 Nov 2026.