CD
SCHR

Chapin Davis’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Chapin Davis’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 		$366K Sell
14,827
-146
-1% -$3.61K 0.06% 174
2026
Q1 		$373K Hold
14,973
– – 0.08% 182
2025
Q4 		$376K Hold
14,973
– – 0.09% 169
2025
Q3 		$376K Buy
+14,973
New +$374K 0.09% 168

Other funds holding SCHR

MFT
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Wealth Enhancement Advisory Services
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DC
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HPA
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BWL
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WFS
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KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return