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

Peachtree Investment 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	$17.4K	Hold	700	–	–	0.01%	111
2025 Q4	$17.6K	Hold	700	–	–	0.01%	111
2025 Q3	$17.6K	Hold	700	–	–	0.01%	112
2025 Q2	$17.5K	Hold	700	–	–	0.01%	110
2025 Q1	$17.4K	Hold	700	–	–	0.01%	106
2024 Q4	$17K	Sell	700 -700	-50%	-$17.2K	0.01%	93
2024 Q3	$35.4K	Hold	1,400	–	–	0.01%	95
2024 Q2	$34.1K	Hold	1,400	–	–	0.01%	81
2024 Q1	$34.3K	Hold	1,400	–	–	0.01%	81
2023 Q4	$34.8K	Hold	1,400	–	–	0.01%	89
2023 Q3	$33.6K	Hold	1,400	–	–	0.02%	86
2023 Q2	$34.5K	Hold	1,400	–	–	0.02%	93
2023 Q1	$35.3K	Hold	1,400	–	–	0.02%	82
2022 Q4	$34.5K	Hold	1,400	–	–	0.02%	85
2022 Q3	$34K	Hold	1,400	–	–	0.02%	81
2022 Q2	$36K	Hold	1,400	–	–	0.02%	84
2022 Q1	$37K	Hold	1,400	–	–	0.02%	90
2021 Q4	$39K	Hold	1,400	–	–	0.02%	91
2021 Q3	$40K	Hold	1,400	–	–	0.02%	80
2021 Q2	$40K	Hold	1,400	–	–	0.02%	83
2021 Q1	$39K	Hold	1,400	–	–	0.02%	79
2020 Q4	$41K	Buy	+1,400	New	+$40.8K	0.02%	76
2020 Q3	–	Sell	-1,400	Closed	-$41K	–	79
2020 Q2	$41K	Hold	1,400	–	–	0.03%	63
2020 Q1	$41K	Hold	1,400	–	–	0.04%	54
2019 Q4	$38K	Buy	+1,400	New	+$38.7K	0.03%	71

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Peachtree Investment Partners's SCHR Position: Q1 2026 in Review

Peachtree Investment Partners held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q1 2026 at 700 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #111.

Peachtree Investment Partners first reported a position in SCHR in Q4 2019 and has held it in 25 quarters since. The position peaked at $41K in Q4 2020. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Peachtree Investment Partners held 700 shares of Schwab Intermediately-Term US Treasury ETF worth $17.4K as of Q1 2026.
Peachtree Investment Partners left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of Peachtree Investment Partners's portfolio in Q1 2026, its #111 holding.
Peachtree Investment Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and has held it in 25 quarters since.
Peachtree Investment Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $41K in Q4 2020.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.