P
SCHR

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

&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 		$289K Buy
+12,255
New +$307K ﹤0.01% 2018
2025
Q4 		– Sell
-8,962
Closed -$225K – 2343
2025
Q3 		$225K Buy
+8,962
New +$224K ﹤0.01% 1908
2025
Q2 		– Sell
-12,656
Closed -$314K – 2030
2025
Q1 		$314K Buy
+12,656
New +$310K ﹤0.01% 1387

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $1.56T 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 $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

&Partners's SCHR Position: Q1 2026 in Review

&Partners opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026: 12,255 shares worth $289K. The stake represents ﹤0.01% of the portfolio and ranks #2018 among its holdings. This is a return to the name: &Partners previously reported a position in SCHR as recently as Q3 2025.

&Partners first reported a position in SCHR in Q1 2025 and has held it in 3 quarters since. The position peaked at $314K in Q1 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • &Partners held 12,255 shares of Schwab Intermediately-Term US Treasury ETF worth $289K as of Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new &Partners position in Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2018 holding.
  • &Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 3 quarters since.
  • &Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $314K in Q1 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.