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	Sell	18,268 -1,175	-6%	-$29K	0.12%	71
2026 Q1	$488K	Hold	19,443	–	–	0.17%	59
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

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 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

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

Kings Path Partners reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 6% in Q2 2026, selling an estimated $29K and leaving 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. 101 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 sold 1,175 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $29K.
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.
101 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.