PSP
SCHR

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

Pacific Sage 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 		$94.6M Buy
3,835,408
+355,398
+10% +$8.78M 13.42% 1
2026
Q1 		$86.7M Buy
3,480,010
+306,106
+10% +$7.67M 13.64% 1
2025
Q4 		$79.6M Buy
3,173,904
+250,341
+9% +$6.3M 12.61% 2
2025
Q3 		$73.5M Buy
2,923,563
+296,019
+11% +$7.4M 12.29% 2
2025
Q2 		$65.8M Sell
2,627,544
-85,204
-3% -$2.11M 13.06% 2
2025
Q1 		$67.4M Buy
2,712,748
+121,094
+5% +$2.96M 15.18% 2
2024
Q4 		$63M Buy
2,591,654
+70,170
+3% +$1.73M 14.36% 2
2024
Q3 		$63.8M Sell
2,521,484
-26,880
-1% -$672K 15.18% 2
2024
Q2 		$62.1M Buy
2,548,364
+70,162
+3% +$1.7M 15.4% 2
2024
Q1 		$60.8M Buy
2,478,202
+11,946
+0.5% +$294K 15.74% 2
2023
Q4 		$61.3M Buy
+2,466,256
New +$59.6M 16.8% 2

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
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

Pacific Sage Partners's SCHR Position: Q2 2026 in Review

Pacific Sage Partners increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 10% in Q2 2026, buying an estimated $8.78M and bringing the position to 3,835,408 shares worth $94.6M. The position accounts for 13.42% of the portfolio, ranked #1.

Pacific Sage Partners first reported a position in SCHR in Q4 2023 and has held it in 11 quarters since. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Pacific Sage Partners held 3,835,408 shares of Schwab Intermediately-Term US Treasury ETF worth $94.6M as of Q2 2026.
  • Pacific Sage Partners bought 355,398 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $8.78M.
  • Schwab Intermediately-Term US Treasury ETF made up 13.42% of Pacific Sage Partners's portfolio in Q2 2026, its #1 holding.
  • Pacific Sage Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.