GP
SCHR

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

Greenline 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 		$2.38M Buy
96,707
+4,987
+5% +$123K 0.24% 70
2026
Q1 		$2.28M Sell
91,720
-17,853
-16% -$447K 0.25% 72
2025
Q4 		$2.75M Sell
109,573
-14,187
-11% -$357K 0.31% 68
2025
Q3 		$3.11M Sell
123,760
-28,924
-19% -$723K 0.38% 59
2025
Q2 		$3.82M Buy
152,684
+150,272
+6,230% +$3.72M 0.52% 51
2025
Q1 		$3.84M Sell
2,412
-558,824
-100% -$13.7M 0.55% 48
2024
Q4 		$13.6M Sell
561,236
-113,698
-17% -$2.8M 1.91% 13
2024
Q3 		$17.1M Buy
674,934
+17,518
+3% +$438K 2.44% 9
2024
Q2 		$15.9M Sell
657,416
-84,754
-11% -$2.05M 2.42% 9
2024
Q1 		$18.2M Sell
742,170
-61,414
-8% -$1.51M 2.9% 9
2023
Q4 		$20M Sell
803,584
-51,744
-6% -$1.25M 3.38% 4
2023
Q3 		$20.5M Buy
855,328
+54,792
+7% +$1.33M 3.86% 4
2023
Q2 		$19.7M Buy
800,536
+23,228
+3% +$582K 3.69% 4
2023
Q1 		$19.6M Buy
777,308
+37,888
+5% +$944K 3.74% 4
2022
Q4 		$18.2M Buy
739,420
+735,028
+16,736% +$18.1M 3.59% 5
2022
Q3 		$108K Sell
4,392
-14
-0.3% -$358 0.02% 115
2022
Q2 		$114K Sell
4,406
-416
-9% -$10.8K 0.02% 118
2022
Q1 		$128K Sell
4,822
-11,638
-71% -$318K 0.02% 123
2021
Q4 		$462K Buy
16,460
+2,786
+20% +$78.4K 0.09% 92
2021
Q3 		$388K Buy
13,674
+10,588
+343% +$303K 0.08% 87
2021
Q2 		$88K Buy
3,086
+2,674
+649% +$75.9K 0.02% 118
2021
Q1 		$12K Buy
412
+16
+4% +$459 ﹤0.01% 118
2020
Q4 		$12K Buy
396
+12
+3% +$350 ﹤0.01% 119
2020
Q3 		$11K Buy
384
+20
+5% +$587 ﹤0.01% 100
2020
Q2 		$10K Buy
364
+20
+6% +$587 ﹤0.01% 105
2020
Q1 		$10K Buy
+344
New +$9.72K ﹤0.01% 104

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

Greenline Partners's SCHR Position: Q2 2026 in Review

Greenline Partners increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 5.4% in Q2 2026, buying an estimated $123K and bringing the position to 96,707 shares worth $2.38M. The position accounts for 0.24% of the portfolio, ranked #70.

Greenline Partners first reported a position in SCHR in Q1 2020 and has held it in 26 quarters since. The position peaked at $20.5M in Q3 2023. 504 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Greenline Partners held 96,707 shares of Schwab Intermediately-Term US Treasury ETF worth $2.38M as of Q2 2026.
  • Greenline Partners bought 4,987 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $123K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.24% of Greenline Partners's portfolio in Q2 2026, its #70 holding.
  • Greenline Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and has held it in 26 quarters since.
  • Greenline Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $20.5M in Q3 2023.
  • 504 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Greenline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.