Barden Capital Management
SCHR icon

Barden Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Barden Capital Management’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 		$2.38M Buy
100,625
+3,591
+4% +$87.2K 2.17% 12
2026
Q2 		$2.39M Sell
97,034
-789
-0.8% -$19.5K 2.21% 17
2026
Q1 		$2.44M Buy
97,823
+2,025
+2% +$50.8K 2.08% 14
2025
Q4 		$2.4M Buy
95,798
+11,232
+13% +$283K 1.97% 16
2025
Q3 		$2.13M Sell
84,566
-3,368
-4% -$84.2K 1.77% 20
2025
Q2 		$2.2M Sell
87,934
-3,591
-4% -$89K 1.93% 16
2025
Q1 		$2.28M Buy
91,525
+2,381
+3% +$58.3K 2.02% 16
2024
Q4 		$2.17M Buy
89,144
+6,162
+7% +$152K 1.86% 18
2024
Q3 		$2.1M Buy
82,982
+8,284
+11% +$207K 1.85% 18
2024
Q2 		$1.82M Buy
74,698
+3,528
+5% +$85.4K 1.72% 19
2024
Q1 		$1.75M Sell
71,170
-13,728
-16% -$337K 1.69% 21
2023
Q4 		$2.04M Hold
84,898
– – 1.66% 20
2023
Q3 		$2.04M Buy
84,898
+21,800
+35% +$531K 1.98% 13
2023
Q2 		$1.55M Sell
63,098
-22,250
-26% -$557K 1.71% 16
2023
Q1 		$2.15M Sell
85,348
-27,910
-25% -$696K 2.06% 10
2022
Q4 		$2.79M Buy
113,258
+4,296
+4% +$106K 2.86% 7
2022
Q3 		$2.68M Sell
108,962
-1,898
-2% -$48.5K 3.12% 7
2022
Q2 		$2.86M Buy
110,860
+14,048
+15% +$363K 3.1% 8
2022
Q1 		$2.58M Buy
96,812
+13,480
+16% +$368K 2.53% 9
2021
Q4 		$2.34M Buy
+83,332
New +$2.35M 2.23% 11

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Barden Capital Management's SCHR Position: Q3 2026 in Review

Barden Capital Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.7% in Q3 2026, buying an estimated $87.2K and bringing the position to 100,625 shares worth $2.38M. The position accounts for 2.17% of the portfolio, ranked #12.

Barden Capital Management first reported a position in SCHR in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.86M in Q2 2022. 345 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Barden Capital Management held 100,625 shares of Schwab Intermediately-Term US Treasury ETF worth $2.38M as of Q3 2026.
  • Barden Capital Management bought 3,591 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $87.2K.
  • Schwab Intermediately-Term US Treasury ETF made up 2.17% of Barden Capital Management's portfolio in Q3 2026, its #12 holding.
  • Barden Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and has held it in 20 quarters since.
  • Barden Capital Management's Schwab Intermediately-Term US Treasury ETF position peaked at $2.86M in Q2 2022.
  • 345 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Barden Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.