PP
SCHR

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

PrairieView 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
2025
Q2 		$2.55M Sell
101,966
-3,589
-3% -$88.9K 0.25% 47
2025
Q1 		$2.62M Buy
105,555
+23,165
+28% +$567K 0.27% 43
2024
Q4 		$2M Sell
82,390
-31,820
-28% -$783K 0.21% 52
2024
Q3 		$2.89M Sell
114,210
-8,900
-7% -$222K 0.3% 43
2024
Q2 		$3M Buy
123,110
+11,408
+10% +$276K 0.34% 39
2024
Q1 		$2.74M Sell
111,702
-4,272
-4% -$105K 0.31% 42
2023
Q4 		$2.88M Buy
115,974
+70,218
+153% +$1.7M 0.36% 39
2023
Q3 		$1.1M Buy
45,756
+10,008
+28% +$244K 0.15% 51
2023
Q2 		$880K Sell
35,748
-12,522
-26% -$314K 0.12% 56
2023
Q1 		$1.22M Buy
48,270
+6,368
+15% +$159K 0.17% 49
2022
Q4 		$1.03M Sell
41,902
-39,382
-48% -$969K 0.15% 50
2022
Q3 		$2M Buy
81,284
+18,228
+29% +$466K 0.33% 43
2022
Q2 		$1.63M Sell
63,056
-41,580
-40% -$1.08M 0.25% 44
2022
Q1 		$2.79M Buy
104,636
+74,792
+251% +$2.04M 0.4% 40
2021
Q4 		$838K Buy
29,844
+7,638
+34% +$215K 0.12% 49
2021
Q3 		$630K Buy
22,206
+4,550
+26% +$130K 0.09% 51
2021
Q2 		$502K Hold
17,656
– – 0.08% 62
2021
Q1 		$498K Sell
17,656
-1,374
-7% -$39.4K 0.08% 62
2020
Q4 		$554K Sell
19,030
-1,002
-5% -$29.2K 0.1% 55
2020
Q3 		$588K Sell
20,032
-3,128
-14% -$91.8K 0.12% 46
2020
Q2 		$681K Sell
23,160
-2,836
-11% -$83.2K 0.15% 44
2020
Q1 		$764K Sell
25,996
-1,412
-5% -$39.9K 0.19% 41
2019
Q4 		$753K Sell
27,408
-16,624
-38% -$459K 0.16% 44
2019
Q3 		$1.22M Sell
44,032
-1,036
-2% -$28.7K 0.28% 38
2019
Q2 		$1.24M Sell
45,068
-6,380
-12% -$172K 0.31% 35
2019
Q1 		$1.38M Buy
+51,448
New +$1.36M 0.36% 35

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

PrairieView Partners's SCHR Position: Q2 2025 in Review

PrairieView Partners reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.4% in Q2 2025, selling an estimated $88.9K and leaving 101,966 shares worth $2.55M. The position accounts for 0.25% of the portfolio, ranked #47.

PrairieView Partners first reported a position in SCHR in Q1 2019 and has held it in 26 quarters since. The position peaked at $3M in Q2 2024. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

  • PrairieView Partners held 101,966 shares of Schwab Intermediately-Term US Treasury ETF worth $2.55M as of Q2 2025.
  • PrairieView Partners sold 3,589 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $88.9K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.25% of PrairieView Partners's portfolio in Q2 2025, its #47 holding.
  • PrairieView Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2019 and has held it in 26 quarters since.
  • PrairieView Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $3M in Q2 2024.
  • 462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.