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

Hilltop 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	$4.88M	Buy	197,785 +17,446	+10%	+$431K	1.18%	24
2026 Q1	$4.49M	Buy	180,339 +4,809	+3%	+$121K	1.15%	19
2025 Q4	$4.4M	Sell	175,530 -451	-0.3%	-$11.3K	1.13%	21
2025 Q3	$4.42M	Buy	175,981 +129	+0.1%	+$3.22K	1.32%	16
2025 Q2	$4.4M	Buy	175,852 +4,552	+3%	+$113K	1.33%	15
2025 Q1	$4.26M	Buy	171,300 +5,962	+4%	+$146K	1.44%	12
2024 Q4	$4.02M	Buy	165,338 +78	+0%	+$1.92K	1.37%	12
2024 Q3	$4.18M	Buy	165,260 +8,192	+5%	+$205K	1.41%	12
2024 Q2	$3.83M	Buy	157,068 +2,122	+1%	+$51.4K	1.41%	13
2024 Q1	$3.8M	Buy	154,946 +8,372	+6%	+$206K	1.36%	15
2023 Q4	$3.64M	Buy	146,574 +10,762	+8%	+$260K	1.43%	15
2023 Q3	$3.26M	Sell	135,812 -484,752	-78%	-$11.8M	1.37%	16
2023 Q2	$15.3M	Buy	620,564 +491,168	+380%	+$12.3M	6.35%	4
2023 Q1	$3.26M	Buy	+129,396	New	+$3.22M	1.47%	19

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Hilltop Partners's SCHR Position: Q2 2026 in Review

Hilltop Partners increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 9.7% in Q2 2026, buying an estimated $431K and bringing the position to 197,785 shares worth $4.88M. The position accounts for 1.18% of the portfolio, ranked #24.

Hilltop Partners first reported a position in SCHR in Q1 2023 and has held it in 14 quarters since. The position peaked at $15.3M in Q2 2023. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Hilltop Partners held 197,785 shares of Schwab Intermediately-Term US Treasury ETF worth $4.88M as of Q2 2026.
Hilltop Partners bought 17,446 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $431K.
Schwab Intermediately-Term US Treasury ETF made up 1.18% of Hilltop Partners's portfolio in Q2 2026, its #24 holding.
Hilltop Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Hilltop Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $15.3M in Q2 2023.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Hilltop Partners's 13F filing for Q2 2026, filed 5 Aug 2026.