VVP
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Venture Visionary Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Venture Visionary 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
Q3 		$269K Hold
11,367
– – 0.01% 593
2026
Q2 		$280K Buy
+11,367
New +$281K 0.01% 597
2026
Q1 		– Sell
-46,443
Closed -$1.16M – 702
2025
Q4 		$1.16M Buy
46,443
+546
+1% +$13.7K 0.04% 295
2025
Q3 		$1.15M Buy
45,897
+417
+0.9% +$10.4K 0.04% 281
2025
Q2 		$1.14M Buy
45,480
+587
+1% +$14.5K 0.04% 267
2025
Q1 		$1.12M Sell
44,893
-539
-1% -$13.2K 0.05% 268
2024
Q4 		$1.1M Buy
45,432
+526
+1% +$12.9K 0.05% 258
2024
Q3 		$1.14M Buy
44,906
+384
+0.9% +$9.6K 0.05% 263
2024
Q2 		$1.09M Sell
44,522
-154
-0.3% -$3.73K 0.05% 264
2024
Q1 		$1.1M Buy
44,676
+260
+0.6% +$6.39K 0.05% 264
2023
Q4 		$1.1M Buy
44,416
+2,154
+5% +$52K 0.06% 243
2023
Q3 		$1.01M Buy
42,262
+336
+0.8% +$8.18K 0.06% 242
2023
Q2 		$1.03M Buy
41,926
+308
+0.7% +$7.72K 0.06% 237
2023
Q1 		$1.05M Buy
41,618
+204
+0.5% +$5.08K 0.07% 227
2022
Q4 		$1.02M Sell
41,414
-386
-0.9% -$9.5K 0.07% 213
2022
Q3 		$1.03M Buy
41,800
+230
+0.6% +$5.88K 0.08% 196
2022
Q2 		$1.07M Buy
41,570
+4,024
+11% +$104K 0.08% 190
2022
Q1 		$999K Buy
37,546
+62
+0.2% +$1.69K 0.07% 218
2021
Q4 		$1.05M Buy
37,484
+118
+0.3% +$3.32K 0.07% 220
2021
Q3 		$1.06M Buy
37,366
+838
+2% +$24K 0.08% 212
2021
Q2 		$1.04M Buy
36,528
+96
+0.3% +$2.73K 0.08% 201
2021
Q1 		$1.03M Buy
36,432
+62
+0.2% +$1.78K 0.09% 192
2020
Q4 		$1.06M Buy
+36,370
New +$1.06M 0.12% 144

Other funds holding SCHR

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCM
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

Venture Visionary Partners's SCHR Position: Q3 2026 in Review

Venture Visionary Partners held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q3 2026 at 11,367 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #593.

Venture Visionary Partners first reported a position in SCHR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.16M in Q4 2025. 21 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Venture Visionary Partners held 11,367 shares of Schwab Intermediately-Term US Treasury ETF worth $269K as of Q3 2026.
  • Venture Visionary Partners left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q3 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #593 holding.
  • Venture Visionary Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and has held it in 23 quarters since.
  • Venture Visionary Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $1.16M in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.