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 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

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

MBFW

Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Pacifica Partners's SCHR Position: Q2 2026 in Review

Pacifica Partners held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 180 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Pacifica Partners first reported a position in SCHR in Q4 2021 and has held it in 19 quarters since. The position peaked at $5K in Q2 2022. 112 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Pacifica Partners held 180 shares of Schwab Intermediately-Term US Treasury ETF worth $4.43K as of Q2 2026.
Pacifica Partners left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Pacifica Partners's portfolio in Q2 2026, its #352 holding.
Pacifica Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and has held it in 19 quarters since.
Pacifica Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $5K in Q2 2022.
112 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.