CFG
SCHR

Chapman Financial Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Chapman Financial Group’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 		$233K Buy
9,350
+700
+8% +$17.5K 0.17% 119
2025
Q4 		$217K Buy
8,650
+761
+10% +$19.2K 0.15% 122
2025
Q3 		$198K Sell
7,889
-511
-6% -$12.8K 0.14% 129
2025
Q2 		$210K Buy
+8,400
New +$208K 0.18% 98
2024
Q4 		$204K Buy
+8,400
New +$207K 0.16% 103

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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

Chapman Financial Group's SCHR Position: Q1 2026 in Review

Chapman Financial Group increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 8.1% in Q1 2026, buying an estimated $17.5K and bringing the position to 9,350 shares worth $233K. The position accounts for 0.17% of the portfolio, ranked #119.

Chapman Financial Group first reported a position in SCHR in Q4 2024 and has held it in 5 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Chapman Financial Group held 9,350 shares of Schwab Intermediately-Term US Treasury ETF worth $233K as of Q1 2026.
  • Chapman Financial Group bought 700 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $17.5K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.17% of Chapman Financial Group's portfolio in Q1 2026, its #119 holding.
  • Chapman Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 5 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.