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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

MFT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rice Partnership's SCHR Position: Q4 2025 in Review

Rice Partnership sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 80 shares — an estimated $2.01K sold.

Rice Partnership first reported a position in SCHR in Q2 2021 and held it in 12 quarters. The position peaked at $3.92K in Q1 2024. 484 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

Rice Partnership reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Rice Partnership sold 80 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $2.01K.
Rice Partnership first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2021 and held it in 12 quarters.
Rice Partnership's Schwab Intermediately-Term US Treasury ETF position peaked at $3.92K in Q1 2024.
484 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on Rice Partnership's 13F filing for Q4 2025, filed 10 Feb 2026.