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

Kings Path 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	$450K	Buy	18,268 +513	+3%	+$12.7K	0.12%	71
2026 Q1	$442K	Sell	17,755 -1,688	-9%	-$42.3K	0.15%	63
2025 Q4	$488K	Sell	19,443 -487	-2%	-$12.3K	0.17%	59
2025 Q3	$501K	Sell	19,930 -63	-0.3%	-$1.57K	0.18%	53
2025 Q2	$500K	Sell	19,993 -777	-4%	-$19.3K	0.2%	60
2025 Q1	$516K	Sell	20,770 -1,248	-6%	-$30.6K	0.25%	53
2024 Q4	$535K	Buy	22,018 +1,084	+5%	+$26.7K	0.23%	94
2024 Q3	$530K	Buy	20,934 +240	+1%	+$6K	0.22%	94
2024 Q2	$505K	Buy	+20,694	New	+$501K	0.24%	96

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Kings Path Partners's SCHR Position: Q2 2026 in Review

Kings Path Partners increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 2.9% in Q2 2026, buying an estimated $12.7K and bringing the position to 18,268 shares worth $450K. The position accounts for 0.12% of the portfolio, ranked #71.

Kings Path Partners first reported a position in SCHR in Q2 2024 and has held it in 9 quarters since. The position peaked at $535K in Q4 2024. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Kings Path Partners held 18,268 shares of Schwab Intermediately-Term US Treasury ETF worth $450K as of Q2 2026.
Kings Path Partners bought 513 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $12.7K.
Schwab Intermediately-Term US Treasury ETF made up 0.12% of Kings Path Partners's portfolio in Q2 2026, its #71 holding.
Kings Path Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Kings Path Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $535K in Q4 2024.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.