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
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 $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 $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Patten & Patten's SCHR Position: Q1 2026 in Review

Patten & Patten held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q1 2026 at 11,133 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #297.

Patten & Patten first reported a position in SCHR in Q1 2024 and has held it in 9 quarters since. The position peaked at $314K in Q1 2024. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Patten & Patten held 11,133 shares of Schwab Intermediately-Term US Treasury ETF worth $277K as of Q1 2026.
  • Patten & Patten left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.02% of Patten & Patten's portfolio in Q1 2026, its #297 holding.
  • Patten & Patten first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and has held it in 9 quarters since.
  • Patten & Patten's Schwab Intermediately-Term US Treasury ETF position peaked at $314K in Q1 2024.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.