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 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 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 $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

Hapanowicz & Associates Financial Services's SCHR Position: Q1 2026 in Review

Hapanowicz & Associates Financial Services increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4.6% in Q1 2026, buying an estimated $1.53M and bringing the position to 1,397,138 shares worth $34.8M. The position accounts for 13.84% of the portfolio, ranked #4.

Hapanowicz & Associates Financial Services first reported a position in SCHR in Q3 2025 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Hapanowicz & Associates Financial Services held 1,397,138 shares of Schwab Intermediately-Term US Treasury ETF worth $34.8M as of Q1 2026.
Hapanowicz & Associates Financial Services bought 61,016 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $1.53M.
Schwab Intermediately-Term US Treasury ETF made up 13.84% of Hapanowicz & Associates Financial Services's portfolio in Q1 2026, its #4 holding.
Hapanowicz & Associates Financial Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and has held it in 3 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.