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

Keystone Global 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 Q3	$3.81M	Sell	160,723 -75,701	-32%	-$1.84M	1.37%	22
2026 Q2	$5.83M	Sell	236,424 -72,444	-23%	-$1.79M	2.2%	14
2026 Q1	$7.69M	Buy	308,868 +172,879	+127%	+$4.33M	3.41%	12
2025 Q4	$3.41M	Buy	135,989 +82,236	+153%	+$2.07M	1.5%	20
2025 Q3	$1.35M	Sell	53,753 -12,194	-18%	-$305K	0.69%	30
2025 Q2	$1.65M	Sell	65,947 -130	-0.2%	-$3.22K	0.9%	29
2025 Q1	$1.64M	Buy	+66,077	New	+$1.62M	1.15%	25

Other funds holding SCHR

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Keystone Global Partners's SCHR Position: Q3 2026 in Review

Keystone Global Partners reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 32% in Q3 2026, selling an estimated $1.84M and leaving 160,723 shares worth $3.81M. The position accounts for 1.37% of the portfolio, ranked #22.

Keystone Global Partners first reported a position in SCHR in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.69M in Q1 2026. 93 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Keystone Global Partners held 160,723 shares of Schwab Intermediately-Term US Treasury ETF worth $3.81M as of Q3 2026.
Keystone Global Partners sold 75,701 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $1.84M.
Schwab Intermediately-Term US Treasury ETF made up 1.37% of Keystone Global Partners's portfolio in Q3 2026, its #22 holding.
Keystone Global Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 7 quarters since.
Keystone Global Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $7.69M in Q1 2026.
93 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.