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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
Q2 		$17.3K Hold
700
– – 0.01% 127
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
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 22.9% 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
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

Peachtree Investment Partners's SCHR Position: Q2 2026 in Review

Peachtree Investment Partners held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 700 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #127.

Peachtree Investment Partners first reported a position in SCHR in Q4 2019 and has held it in 26 quarters since. The position peaked at $41K in Q4 2020. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Peachtree Investment Partners held 700 shares of Schwab Intermediately-Term US Treasury ETF worth $17.3K as of Q2 2026.
  • Peachtree Investment 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 Peachtree Investment Partners's portfolio in Q2 2026, its #127 holding.
  • Peachtree Investment Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and has held it in 26 quarters since.
  • Peachtree Investment Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $41K in Q4 2020.
  • 507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.