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 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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

Keystone Global Partners's SCHR Position: Q2 2026 in Review

Keystone Global Partners reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 23% in Q2 2026, selling an estimated $1.79M and leaving 236,424 shares worth $5.83M. The position accounts for 2.2% of the portfolio, ranked #14.

Keystone Global Partners first reported a position in SCHR in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.69M in Q1 2026. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Keystone Global Partners held 236,424 shares of Schwab Intermediately-Term US Treasury ETF worth $5.83M as of Q2 2026.
Keystone Global Partners sold 72,444 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $1.79M.
Schwab Intermediately-Term US Treasury ETF made up 2.2% of Keystone Global Partners's portfolio in Q2 2026, its #14 holding.
Keystone Global Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Keystone Global Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $7.69M in Q1 2026.
86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Keystone Global Partners's 13F filing for Q2 2026, filed 16 Jul 2026.