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

Pacifica 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 Q3	–	Sell	-180	Closed	-$4.43K	–	422
2026 Q2	$4.43K	Hold	180	–	–	﹤0.01%	352
2026 Q1	$4.48K	Hold	180	–	–	﹤0.01%	363
2025 Q4	$4.51K	Hold	180	–	–	﹤0.01%	345
2025 Q3	$4.52K	Hold	180	–	–	﹤0.01%	393
2025 Q2	$4.5K	Hold	180	–	–	﹤0.01%	399
2025 Q1	$4.5K	Hold	180	–	–	﹤0.01%	386
2024 Q4	$4.37K	Hold	180	–	–	﹤0.01%	386
2024 Q3	$4.55K	Hold	180	–	–	﹤0.01%	404
2024 Q2	$4.38K	Hold	180	–	–	﹤0.01%	418
2024 Q1	$4.4K	Hold	180	–	–	﹤0.01%	416
2023 Q4	$4.41K	Hold	180	–	–	﹤0.01%	434
2023 Q3	$4.29K	Hold	180	–	–	﹤0.01%	424
2023 Q2	$4.4K	Hold	180	–	–	﹤0.01%	376
2023 Q1	$4.56K	Hold	180	–	–	﹤0.01%	393
2022 Q4	$4.44K	Sell	180 -2	-1%	-$49	﹤0.01%	364
2022 Q3	$4K	Hold	182	–	–	﹤0.01%	393
2022 Q2	$5K	Hold	182	–	–	﹤0.01%	374
2022 Q1	$5K	Hold	182	–	–	﹤0.01%	378
2021 Q4	$5K	Buy	+182	New	+$5.12K	﹤0.01%	371

Other funds holding SCHR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

Pacifica Partners's SCHR Position: Q3 2026 in Review

Pacifica Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2026, closing a stake of 180 shares — an estimated $4.43K sold.

Pacifica Partners first reported a position in SCHR in Q4 2021 and held it in 19 quarters. The position peaked at $5K in Q2 2022. 149 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Pacifica Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2026 after selling out during the quarter.
Pacifica Partners sold 180 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $4.43K.
Pacifica Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and held it in 19 quarters.
Pacifica Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $5K in Q2 2022.
149 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.