PP
SCHR

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

Patten & Patten’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 		$275K Hold
11,133
– – 0.01% 306
2026
Q1 		$277K Hold
11,133
– – 0.02% 297
2025
Q4 		$279K Hold
11,133
– – 0.02% 298
2025
Q3 		$280K Hold
11,133
– – 0.02% 298
2025
Q2 		$279K Buy
11,133
+250
+2% +$6.2K 0.02% 274
2025
Q1 		$271K Buy
10,883
+533
+5% +$13.1K 0.02% 278
2024
Q4 		$251K Sell
10,350
-1,648
-14% -$40.6K 0.02% 282
2024
Q3 		$304K Sell
11,998
-820
-6% -$20.5K 0.02% 258
2024
Q2 		$313K Hold
12,818
– – 0.02% 253
2024
Q1 		$314K Buy
+12,818
New +$315K 0.02% 254

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

Patten & Patten's SCHR Position: Q2 2026 in Review

Patten & Patten held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 11,133 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #306.

Patten & Patten first reported a position in SCHR in Q1 2024 and has held it in 10 quarters since. The position peaked at $314K in Q1 2024. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Patten & Patten held 11,133 shares of Schwab Intermediately-Term US Treasury ETF worth $275K as of Q2 2026.
  • Patten & Patten 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 Patten & Patten's portfolio in Q2 2026, its #306 holding.
  • Patten & Patten first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • Patten & Patten's Schwab Intermediately-Term US Treasury ETF position peaked at $314K in Q1 2024.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.