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 Q2	$124K	Sell	5,030 -1,020	-17%	-$25.2K	0.02%	197
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 $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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

West Paces Advisors's SCHR Position: Q2 2026 in Review

West Paces Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 17% in Q2 2026, selling an estimated $25.2K and leaving 5,030 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #197.

West Paces Advisors first reported a position in SCHR in Q2 2021 and has held it in 14 quarters since. The position peaked at $441K in Q4 2023. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

West Paces Advisors held 5,030 shares of Schwab Intermediately-Term US Treasury ETF worth $124K as of Q2 2026.
West Paces Advisors sold 1,020 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $25.2K.
Schwab Intermediately-Term US Treasury ETF made up 0.02% of West Paces Advisors's portfolio in Q2 2026, its #197 holding.
West Paces Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2021 and has held it in 14 quarters since.
West Paces Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $441K in Q4 2023.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.