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 Q3	$222K	Sell	9,350 -1,200	-11%	-$29.2K	0.15%	124
2026 Q2	$260K	Buy	10,550 +1,200	+13%	+$29.7K	0.17%	111
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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Chapman Financial Group's SCHR Position: Q3 2026 in Review

Chapman Financial Group reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 11% in Q3 2026, selling an estimated $29.2K and leaving 9,350 shares worth $222K. The position accounts for 0.15% of the portfolio, ranked #124.

Chapman Financial Group first reported a position in SCHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $260K in Q2 2026. 302 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Chapman Financial Group held 9,350 shares of Schwab Intermediately-Term US Treasury ETF worth $222K as of Q3 2026.
Chapman Financial Group sold 1,200 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $29.2K.
Schwab Intermediately-Term US Treasury ETF made up 0.15% of Chapman Financial Group's portfolio in Q3 2026, its #124 holding.
Chapman Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Chapman Financial Group's Schwab Intermediately-Term US Treasury ETF position peaked at $260K in Q2 2026.
302 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.