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
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 $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 $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Hexagon Capital Partners's SCHR Position: Q1 2026 in Review

Hexagon Capital Partners reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4% in Q1 2026, selling an estimated $22.6K and leaving 21,571 shares worth $537K. The position accounts for 0.08% of the portfolio, ranked #108.

Hexagon Capital Partners first reported a position in SCHR in Q3 2020 and has held it in 20 quarters since. The position peaked at $569K in Q3 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Hexagon Capital Partners held 21,571 shares of Schwab Intermediately-Term US Treasury ETF worth $537K as of Q1 2026.
  • Hexagon Capital Partners sold 901 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $22.6K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.08% of Hexagon Capital Partners's portfolio in Q1 2026, its #108 holding.
  • Hexagon Capital Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2020 and has held it in 20 quarters since.
  • Hexagon Capital Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $569K in Q3 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Hexagon Capital Partners's 13F filing for Q1 2026, filed 5 May 2026.