DWP
SCHR

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

Destiny 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 		$8.04M Sell
329,251
-81,134
-20% -$2.01M 1.13% 30
2026
Q1 		$10.2M Buy
410,385
+988
+0.2% +$24.8K 1.12% 33
2025
Q4 		$10.3M Buy
409,397
+16,261
+4% +$409K 1.18% 32
2025
Q3 		$9.88M Buy
393,136
+27,328
+7% +$683K 1.21% 29
2025
Q2 		$9.16M Buy
365,808
+5,250
+1% +$130K 1.23% 30
2025
Q1 		$8.96M Buy
+360,558
New +$8.83M 1.42% 25

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

Destiny Wealth Partners's SCHR Position: Q2 2026 in Review

Destiny Wealth Partners reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 20% in Q2 2026, selling an estimated $2.01M and leaving 329,251 shares worth $8.04M. The position accounts for 1.13% of the portfolio, ranked #30.

Destiny Wealth Partners first reported a position in SCHR in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.3M in Q4 2025. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Destiny Wealth Partners held 329,251 shares of Schwab Intermediately-Term US Treasury ETF worth $8.04M as of Q2 2026.
  • Destiny Wealth Partners sold 81,134 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $2.01M.
  • Schwab Intermediately-Term US Treasury ETF made up 1.13% of Destiny Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • Destiny Wealth Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Destiny Wealth Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $10.3M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.