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

Sellwood 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	$3.66M	Buy	148,267 +78,170	+112%	+$1.93M	1.29%	14
2026 Q1	$1.75M	Buy	70,097 +19,139	+38%	+$480K	0.69%	22
2025 Q4	$1.28M	Buy	50,958 +9,073	+22%	+$228K	0.5%	24
2025 Q3	$1.05M	Buy	41,885 +1,274	+3%	+$31.8K	0.42%	28
2025 Q2	$1.02M	Buy	40,611 +2,745	+7%	+$68K	0.49%	20
2025 Q1	$941K	Buy	37,866 +8,682	+30%	+$213K	0.49%	17
2024 Q4	$709K	Buy	+29,184	New	+$718K	0.38%	20

Other funds holding SCHR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Sellwood Investment Partners increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 112% in Q2 2026, buying an estimated $1.93M and bringing the position to 148,267 shares worth $3.66M. The position accounts for 1.29% of the portfolio, ranked #14.

Sellwood Investment Partners first reported a position in SCHR in Q4 2024 and has held it in 7 quarters since. 236 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Sellwood Investment Partners held 148,267 shares of Schwab Intermediately-Term US Treasury ETF worth $3.66M as of Q2 2026.
Sellwood Investment Partners bought 78,170 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $1.93M.
Schwab Intermediately-Term US Treasury ETF made up 1.29% of Sellwood Investment Partners's portfolio in Q2 2026, its #14 holding.
Sellwood Investment Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
236 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.