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

ORG 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
2025 Q4	$153K	Hold	6,090	–	–	0.03%	370
2025 Q3	$153K	Hold	6,090	–	–	0.03%	380
2025 Q2	$152K	Hold	6,090	–	–	0.03%	363
2025 Q1	$151K	Hold	6,090	–	–	0.04%	319
2024 Q4	$148K	Hold	6,090	–	–	0.02%	365
2024 Q3	$154K	Hold	6,090	–	–	0.02%	320
2024 Q2	$147K	Buy	+6,090	New	+$147K	0.02%	491
2024 Q1	–	Sell	-6,090	Closed	-$151K	–	984
2023 Q4	$151K	Sell	6,090 -12,888	-68%	-$311K	0.03%	335
2023 Q3	$455K	Hold	18,978	–	–	0.13%	168
2023 Q2	$465K	Buy	+18,978	New	+$476K	0.08%	223

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ORG Partners's SCHR Position: Q4 2025 in Review

ORG Partners held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q4 2025 at 6,090 shares worth $153K. The position accounts for 0.03% of the portfolio, ranked #370.

ORG Partners first reported a position in SCHR in Q2 2023 and has held it in 10 quarters since. The position peaked at $465K in Q2 2023. 483 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

ORG Partners held 6,090 shares of Schwab Intermediately-Term US Treasury ETF worth $153K as of Q4 2025.
ORG Partners left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q4 2025.
Schwab Intermediately-Term US Treasury ETF made up 0.03% of ORG Partners's portfolio in Q4 2025, its #370 holding.
ORG Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $465K in Q2 2023.
483 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.