West Paces Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

West Paces Advisors’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 Q1	$151K	Sell	6,050 -4,215	-41%	-$106K	0.03%	164
2025 Q4	$257K	Buy	10,265 +130	+1%	+$3.27K	0.05%	140
2025 Q3	$255K	Hold	10,135	–	–	0.05%	130
2025 Q2	$254K	Buy	10,135 +400	+4%	+$9.91K	0.05%	127
2025 Q1	$242K	Sell	9,735 -3,080	-24%	-$75.4K	0.06%	124
2024 Q4	$311K	Sell	12,815 -1,985	-13%	-$48.8K	0.08%	111
2024 Q3	$374K	Buy	14,800 +200	+1%	+$5K	0.09%	103
2024 Q2	$356K	Sell	14,600 -2,630	-15%	-$63.7K	0.09%	101
2024 Q1	$423K	Sell	17,230 -500	-3%	-$12.3K	0.11%	91
2023 Q4	$441K	Buy	+17,730	New	+$428K	0.12%	82
2022 Q4	–	Sell	-88	Closed	-$2.17K	–	554
2022 Q3	$2.17K	Buy	+88	New	+$2.25K	﹤0.01%	431
2021 Q4	–	Sell	-488	Closed	-$13.8K	–	621
2021 Q3	$13.8K	Hold	488	–	–	﹤0.01%	327
2021 Q2	$13.9K	Buy	+488	New	+$13.9K	0.01%	324

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B 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

West Paces Advisors's SCHR Position: Q1 2026 in Review

West Paces Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 41% in Q1 2026, selling an estimated $106K and leaving 6,050 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #164.

West Paces Advisors first reported a position in SCHR in Q2 2021 and has held it in 13 quarters since. The position peaked at $441K in Q4 2023. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

West Paces Advisors held 6,050 shares of Schwab Intermediately-Term US Treasury ETF worth $151K as of Q1 2026.
West Paces Advisors sold 4,215 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $106K.
Schwab Intermediately-Term US Treasury ETF made up 0.03% of West Paces Advisors's portfolio in Q1 2026, its #164 holding.
West Paces Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2021 and has held it in 13 quarters since.
West Paces Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $441K in Q4 2023.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on West Paces Advisors's 13F filing for Q1 2026, filed 5 May 2026.