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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
Q3 		$351K Hold
14,827
– – 0.07% 174
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
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
DF
Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

Chapin Davis's SCHR Position: Q3 2026 in Review

Chapin Davis held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q3 2026 at 14,827 shares worth $351K. The position accounts for 0.07% of the portfolio, ranked #174.

Chapin Davis first reported a position in SCHR in Q3 2025 and has held it in 5 quarters since. The position peaked at $376K in Q3 2025. 58 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Chapin Davis held 14,827 shares of Schwab Intermediately-Term US Treasury ETF worth $351K as of Q3 2026.
  • Chapin Davis left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q3 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.07% of Chapin Davis's portfolio in Q3 2026, its #174 holding.
  • Chapin Davis first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and has held it in 5 quarters since.
  • Chapin Davis's Schwab Intermediately-Term US Treasury ETF position peaked at $376K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.