HCP
SCHR

Hexagon Capital Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Hexagon Capital Partners’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 		$1.01M Buy
40,962
+19,391
+90% +$479K 0.14% 80
2026
Q1 		$537K Sell
21,571
-901
-4% -$22.6K 0.08% 108
2025
Q4 		$564K Sell
22,472
-182
-0.8% -$4.58K 0.1% 60
2025
Q3 		$569K Buy
22,654
+704
+3% +$17.6K 0.11% 60
2025
Q2 		$549K Buy
21,950
+1,026
+5% +$25.4K 0.12% 53
2025
Q1 		$520K Buy
20,924
+2,078
+11% +$50.9K 0.1% 96
2024
Q4 		$458K Buy
18,846
+40
+0.2% +$984 0.08% 114
2024
Q3 		$476K Sell
18,806
-1,212
-6% -$30.3K 0.09% 108
2024
Q2 		$488K Buy
20,018
+10,452
+109% +$253K 0.11% 97
2024
Q1 		$235K Buy
9,566
+3,014
+46% +$74.1K 0.05% 182
2023
Q4 		$163K Buy
6,552
+4,412
+206% +$107K 0.04% 226
2023
Q3 		$51.3K Buy
+2,140
New +$52.1K 0.01% 359
2022
Q4 		– Sell
-1,922
Closed -$47K – 1505
2022
Q3 		$47K Buy
1,922
+1,886
+5,239% +$48.2K 0.01% 407
2022
Q2 		$1K Hold
36
– – ﹤0.01% 1120
2022
Q1 		$1K Hold
36
– – ﹤0.01% 881
2021
Q4 		$1K Sell
36
-50
-58% -$1.41K ﹤0.01% 821
2021
Q3 		$2K Hold
86
– – ﹤0.01% 781
2021
Q2 		$2K Buy
86
+50
+139% +$1.42K ﹤0.01% 743
2021
Q1 		$1K Hold
36
– – ﹤0.01% 720
2020
Q4 		$1K Hold
36
– – ﹤0.01% 694
2020
Q3 		$1K Buy
+36
New +$1.06K ﹤0.01% 666

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

Hexagon Capital Partners's SCHR Position: Q2 2026 in Review

Hexagon Capital Partners increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 90% in Q2 2026, buying an estimated $479K and bringing the position to 40,962 shares worth $1.01M. The position accounts for 0.14% of the portfolio, ranked #80.

Hexagon Capital Partners first reported a position in SCHR in Q3 2020 and has held it in 21 quarters since. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Hexagon Capital Partners held 40,962 shares of Schwab Intermediately-Term US Treasury ETF worth $1.01M as of Q2 2026.
  • Hexagon Capital Partners bought 19,391 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $479K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.14% of Hexagon Capital Partners's portfolio in Q2 2026, its #80 holding.
  • Hexagon Capital Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2020 and has held it in 21 quarters since.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Hexagon Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.