Hutchinson Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Hutchinson Capital Management’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	$4.02M	Buy	162,823 +41,544	+34%	+$1.03M	0.69%	38
2026 Q1	$3.02M	Buy	121,279 +34,221	+39%	+$858K	0.56%	37
2025 Q4	$2.18M	Buy	87,058 +7,109	+9%	+$179K	0.37%	36
2025 Q3	$2.01M	Buy	79,949 +12,274	+18%	+$307K	0.35%	38
2025 Q2	$1.69M	Buy	67,675 +18,784	+38%	+$465K	0.31%	41
2025 Q1	$1.22M	Hold	48,891	–	–	0.23%	47
2024 Q4	$1.19M	Sell	48,891 -635	-1%	-$15.6K	0.22%	48
2024 Q3	$1.25M	Buy	49,526 +1,576	+3%	+$39.4K	0.24%	45
2024 Q2	$1.17M	Hold	47,950	–	–	0.24%	43
2024 Q1	$1.18M	Sell	47,950 -3,658	-7%	-$89.9K	0.24%	42
2023 Q4	$1.28M	Buy	51,608 +3,658	+8%	+$88.4K	0.28%	43
2023 Q3	$1.15M	Buy	47,950 +86	+0.2%	+$2.09K	0.27%	42
2023 Q2	$1.18M	Hold	47,864	–	–	0.28%	40
2023 Q1	$1.21M	Hold	47,864	–	–	0.31%	35
2022 Q4	$1.18M	Hold	47,864	–	–	0.3%	36
2022 Q3	$1.18M	Hold	47,864	–	–	0.32%	35
2022 Q2	$1.24M	Buy	47,864 +2,716	+6%	+$70.2K	0.32%	33
2022 Q1	$1.2M	Buy	45,148 +7,880	+21%	+$215K	0.28%	35
2021 Q4	$1.05M	Sell	37,268 -352	-0.9%	-$9.91K	0.23%	37
2021 Q3	$1.07M	Buy	37,620 +2,374	+7%	+$67.9K	0.26%	35
2021 Q2	$1M	Buy	35,246 +774	+2%	+$22K	0.25%	35
2021 Q1	$972K	Buy	34,472 +258	+0.8%	+$7.4K	0.24%	35
2020 Q4	$996K	Buy	+34,214	New	+$997K	0.26%	36

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

Hutchinson Capital Management's SCHR Position: Q2 2026 in Review

Hutchinson Capital Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 34% in Q2 2026, buying an estimated $1.03M and bringing the position to 162,823 shares worth $4.02M. The position accounts for 0.69% of the portfolio, ranked #38.

Hutchinson Capital Management first reported a position in SCHR in Q4 2020 and has held it in 23 quarters since. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Hutchinson Capital Management held 162,823 shares of Schwab Intermediately-Term US Treasury ETF worth $4.02M as of Q2 2026.
Hutchinson Capital Management bought 41,544 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $1.03M.
Schwab Intermediately-Term US Treasury ETF made up 0.69% of Hutchinson Capital Management's portfolio in Q2 2026, its #38 holding.
Hutchinson Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and has held it in 23 quarters since.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Hutchinson Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.