Chicago Partners Investment Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Chicago Partners Investment Group’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	-8,847	Closed	-$220K	–	1678
2026 Q1	$220K	Buy	+8,847	New	+$222K	﹤0.01%	1291
2025 Q4	–	Sell	-9,376	Closed	-$237K	–	1335
2025 Q3	$237K	Buy	+9,376	New	+$234K	0.01%	1083
2024 Q2	–	Sell	-12,138	Closed	-$292K	–	766
2024 Q1	$292K	Buy	+12,138	New	+$298K	0.01%	577

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Chicago Partners Investment Group's SCHR Position: Q2 2026 in Review

Chicago Partners Investment Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 8,847 shares — an estimated $220K sold.

Chicago Partners Investment Group first reported a position in SCHR in Q1 2024 and held it in 3 quarters. The position peaked at $292K in Q1 2024. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Chicago Partners Investment Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Chicago Partners Investment Group sold 8,847 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $220K.
Chicago Partners Investment Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and held it in 3 quarters.
Chicago Partners Investment Group's Schwab Intermediately-Term US Treasury ETF position peaked at $292K in Q1 2024.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.