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
Q1 		$86.7M Buy
3,480,010
+306,106
+10% +$7.67M 13.66% 1
2025
Q4 		$79.6M Buy
3,173,904
+250,341
+9% +$6.3M 12.63% 2
2025
Q3 		$73.5M Buy
2,923,563
+296,019
+11% +$7.4M 12.3% 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

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return