BBWP
SCHR

Beacon Bridge Wealth Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Beacon Bridge Wealth Partners’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
Q1 		$965K Buy
+38,744
New +$971K 0.32% 58

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ETC
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CWA
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MFT
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Beacon Bridge Wealth Partners's SCHR Position: Q1 2026 in Review

Beacon Bridge Wealth Partners opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026: 38,744 shares worth $965K. The stake represents 0.32% of the portfolio and ranks #58 among its holdings.

510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Beacon Bridge Wealth Partners held 38,744 shares of Schwab Intermediately-Term US Treasury ETF worth $965K as of Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Beacon Bridge Wealth Partners position in Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.32% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #58 holding.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.