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
Q2 		– Sell
-7,090
Closed -$177K – 1488
2026
Q1 		$177K Buy
+7,090
New +$178K 0.01% 648

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Golden State Equity Partners's SCHR Position: Q2 2026 in Review

Golden State Equity Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 7,090 shares — an estimated $177K sold.

Golden State Equity Partners first reported a position in SCHR in Q1 2026 and held it in 1 quarter. The position peaked at $177K in Q1 2026. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Golden State Equity Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 7,090 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $177K.
  • Golden State Equity Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $177K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.