RP
SCHR

Rice Partnership’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Rice Partnership’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
Q4 		– Sell
-80
Closed -$2.01K – 195
2025
Q3 		$2.01K Buy
+80
New +$2K ﹤0.01% 182
2024
Q2 		– Sell
-160
Closed -$3.92K – 167
2024
Q1 		$3.92K Buy
160
+146
+1,043% +$3.59K ﹤0.01% 148
2023
Q4 		$348 Hold
14
– – ﹤0.01% 126
2023
Q3 		$336 Hold
14
– – ﹤0.01% 133
2023
Q2 		$345 Hold
14
– – ﹤0.01% 138
2023
Q1 		$353 Buy
+14
New +$349 ﹤0.01% 128
2022
Q4 		– Sell
-14
Closed – – 123
2022
Q3 		$0 Hold
14
– – ﹤0.01% 126
2022
Q2 		$0 Buy
14
+10
+250% +$259 ﹤0.01% 130
2022
Q1 		$0 Sell
4
-4
-50% -$109 ﹤0.01% 150
2021
Q4 		$0 Hold
8
– – ﹤0.01% 150
2021
Q3 		$0 Hold
8
– – ﹤0.01% 134
2021
Q2 		$0 Buy
+8
New +$227 ﹤0.01% 135

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 $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $1.47T 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return