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

Essential 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	$1.28M	Buy	51,782 +4,672	+10%	+$115K	0.59%	26
2026 Q1	$1.17M	Buy	47,110 +1,560	+3%	+$39.1K	0.39%	57
2025 Q4	$1.14M	Sell	45,550 -56	-0.1%	-$1.41K	0.35%	73
2025 Q3	$1.15M	Sell	45,606 -12,701	-22%	-$317K	0.38%	64
2025 Q2	$1.46M	Buy	+58,307	New	+$1.44M	0.58%	29

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 22.9% 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

Essential Partners's SCHR Position: Q2 2026 in Review

Essential Partners increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 9.9% in Q2 2026, buying an estimated $115K and bringing the position to 51,782 shares worth $1.28M. The position accounts for 0.59% of the portfolio, ranked #26.

Essential Partners first reported a position in SCHR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.46M in Q2 2025. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Essential Partners held 51,782 shares of Schwab Intermediately-Term US Treasury ETF worth $1.28M as of Q2 2026.
Essential Partners bought 4,672 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $115K.
Schwab Intermediately-Term US Treasury ETF made up 0.59% of Essential Partners's portfolio in Q2 2026, its #26 holding.
Essential Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Essential Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $1.46M in Q2 2025.
507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.