Ownership history in SWS Partners · 24 quarters on record
This page tracks every 13F SEC filing in which SWS Partners reported a position in SCHWAB INTERMEDIATE TERM US TRS ETF (SCHR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 646,305 | +21,743 | +3.5% | 3.91% | $16.2M | $24.92 |
| 2025 Q3 | ADDED | 624,562 | +50,617 | +8.8% | 3.83% | $15.7M | $24.66 |
| 2025 Q2 | ADDED | 573,945 | +104,247 | +22.2% | 3.88% | $14.4M | $24.32 |
| 2025 Q1 | UNCHANGED | 469,698 | — | 0% | 3.45% | $11.4M | $23.92 |
As of 2025 Q4 — sorted by position size