HAFS
SCHR

Hapanowicz & Associates Financial Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Hapanowicz & Associates Financial Services’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 		$34.5M Sell
1,397,019
-119
-0% -$2.94K 10.72% 5
2026
Q1 		$34.8M Buy
1,397,138
+61,016
+5% +$1.53M 13.84% 4
2025
Q4 		$33.5M Buy
1,336,122
+1,309,980
+5,011% +$33M 13.13% 4
2025
Q3 		$657K Buy
+26,142
New +$653K 0.3% 17

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

Hapanowicz & Associates Financial Services's SCHR Position: Q2 2026 in Review

Hapanowicz & Associates Financial Services reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.01% in Q2 2026, selling an estimated $2.94K and leaving 1,397,019 shares worth $34.5M. The position accounts for 10.72% of the portfolio, ranked #5.

Hapanowicz & Associates Financial Services first reported a position in SCHR in Q3 2025 and has held it in 4 quarters since. The position peaked at $34.8M in Q1 2026. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Hapanowicz & Associates Financial Services held 1,397,019 shares of Schwab Intermediately-Term US Treasury ETF worth $34.5M as of Q2 2026.
  • Hapanowicz & Associates Financial Services sold 119 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $2.94K.
  • Schwab Intermediately-Term US Treasury ETF made up 10.72% of Hapanowicz & Associates Financial Services's portfolio in Q2 2026, its #5 holding.
  • Hapanowicz & Associates Financial Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Hapanowicz & Associates Financial Services's Schwab Intermediately-Term US Treasury ETF position peaked at $34.8M in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.