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
Q2 		– Sell
-38,744
Closed -$965K – 110
2026
Q1 		$965K Buy
+38,744
New +$971K 0.32% 58

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

Beacon Bridge Wealth Partners's SCHR Position: Q2 2026 in Review

Beacon Bridge Wealth Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 38,744 shares — an estimated $965K sold.

Beacon Bridge Wealth Partners first reported a position in SCHR in Q1 2026 and held it in 1 quarter. The position peaked at $965K in Q1 2026. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Beacon Bridge Wealth Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 38,744 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $965K.
  • Beacon Bridge Wealth Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Beacon Bridge Wealth Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $965K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.