VVP
SCHR

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
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
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

Venture Visionary Partners's SCHR Position: Q2 2026 in Review

Venture Visionary Partners opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 11,367 shares worth $280K. The stake represents 0.01% of the portfolio and ranks #597 among its holdings. This is a return to the name: Venture Visionary Partners previously reported a position in SCHR as recently as Q4 2025.

Venture Visionary Partners first reported a position in SCHR in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.16M in Q4 2025. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Venture Visionary Partners held 11,367 shares of Schwab Intermediately-Term US Treasury ETF worth $280K as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Venture Visionary Partners position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Venture Visionary Partners's portfolio in Q2 2026, its #597 holding.
  • Venture Visionary Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and has held it in 22 quarters since.
  • Venture Visionary Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $1.16M in Q4 2025.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.