Hamilton Point Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Hamilton Point Investment Advisors’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	$27.4K	Buy	+1,100	New	+$27.6K	﹤0.01%	170

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Hamilton Point Investment Advisors's SCHR Position: Q1 2026 in Review

Hamilton Point Investment Advisors opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026: 1,100 shares worth $27.4K. The stake represents ﹤0.01% of the portfolio and ranks #170 among its holdings.

510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Hamilton Point Investment Advisors held 1,100 shares of Schwab Intermediately-Term US Treasury ETF worth $27.4K as of Q1 2026.
Schwab Intermediately-Term US Treasury ETF was a new Hamilton Point Investment Advisors position in Q1 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Hamilton Point Investment Advisors's portfolio in Q1 2026, its #170 holding.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.