HA
SCHR

HC Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

HC 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 		$22.4M Buy
899,471
+41,801
+5% +$1.05M 15% 1
2025
Q4 		$21.5M Buy
857,670
+27,006
+3% +$680K 14.88% 1
2025
Q3 		$20.9M Buy
830,664
+17,055
+2% +$426K 14.67% 1
2025
Q2 		$20.4M Buy
813,609
+1,139
+0.1% +$28.2K 14.38% 1
2025
Q1 		$20.2M Buy
812,470
+47,659
+6% +$1.17M 15.13% 1
2024
Q4 		$18.6M Buy
764,811
+48,977
+7% +$1.21M 14.91% 1
2024
Q3 		$18.1M Buy
715,834
+80,128
+13% +$2M 14.89% 1
2024
Q2 		$15.5M Sell
635,706
-294,948
-32% -$7.14M 14.3% 1
2024
Q1 		$22.8M Buy
930,654
+317,556
+52% +$7.81M 10.88% 2
2023
Q4 		$15.2M Buy
613,098
+112,208
+22% +$2.71M 8.54% 2
2023
Q3 		$12M Buy
500,890
+74,444
+17% +$1.81M 7.14% 2
2023
Q2 		$10.5M Sell
426,446
-28,588
-6% -$716K 6.1% 3
2023
Q1 		$11.5M Buy
455,034
+336
+0.1% +$8.37K 7.09% 3
2022
Q4 		$11.2M Sell
454,698
-26,752
-6% -$658K 7.64% 2
2022
Q3 		$11.8M Buy
481,450
+35,380
+8% +$904K 8.14% 2
2022
Q2 		$11.5M Buy
446,070
+87,210
+24% +$2.25M 8.2% 2
2022
Q1 		$9.55M Sell
358,860
-318,880
-47% -$8.71M 6.06% 4
2021
Q4 		$19M Sell
677,740
-45,468
-6% -$1.28M 11.67% 2
2021
Q3 		$20.5M Sell
723,208
-17,256
-2% -$494K 13.46% 2
2021
Q2 		$21.1M Buy
740,464
+12,534
+2% +$356K 12.95% 2
2021
Q1 		$20.5M Buy
727,930
+4,958
+0.7% +$142K 13.27% 2
2020
Q4 		$21M Sell
722,972
-26,220
-3% -$764K 14.39% 2
2020
Q3 		$22M Buy
749,192
+305,892
+69% +$8.98M 17.72% 1
2020
Q2 		$13M Buy
+443,300
New +$13M 10.79% 2
2020
Q1 		– Sell
-83,410
Closed -$2.29M – 55
2019
Q4 		$2.29M Buy
+83,410
New +$2.3M 2.36% 12

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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 $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

HC Advisors's SCHR Position: Q1 2026 in Review

HC Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4.9% in Q1 2026, buying an estimated $1.05M and bringing the position to 899,471 shares worth $22.4M. The position accounts for 15% of the portfolio, ranked #1.

HC Advisors first reported a position in SCHR in Q4 2019 and has held it in 25 quarters since. The position peaked at $22.8M in Q1 2024. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • HC Advisors held 899,471 shares of Schwab Intermediately-Term US Treasury ETF worth $22.4M as of Q1 2026.
  • HC Advisors bought 41,801 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $1.05M.
  • Schwab Intermediately-Term US Treasury ETF made up 15% of HC Advisors's portfolio in Q1 2026, its #1 holding.
  • HC Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and has held it in 25 quarters since.
  • HC Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $22.8M in Q1 2024.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.