GSEP
SCHR

Golden State Equity Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Golden State Equity 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 		$177K Buy
+7,090
New +$178K 0.01% 648

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Golden State Equity Partners's SCHR Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026: 7,090 shares worth $177K. The stake represents 0.01% of the portfolio and ranks #648 among its holdings.

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

  • Golden State Equity Partners held 7,090 shares of Schwab Intermediately-Term US Treasury ETF worth $177K as of Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Golden State Equity Partners position in Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #648 holding.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.