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
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

Chapman Financial Group's SCHR Position: Q2 2026 in Review

Chapman Financial Group increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 13% in Q2 2026, buying an estimated $29.7K and bringing the position to 10,550 shares worth $260K. The position accounts for 0.17% of the portfolio, ranked #111.

Chapman Financial Group first reported a position in SCHR in Q4 2024 and has held it in 6 quarters since. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Chapman Financial Group held 10,550 shares of Schwab Intermediately-Term US Treasury ETF worth $260K as of Q2 2026.
  • Chapman Financial Group bought 1,200 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $29.7K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.17% of Chapman Financial Group's portfolio in Q2 2026, its #111 holding.
  • Chapman Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.