SCHR — SCHWAB INTERMEDIATE-TERM US TREASURY ETF

Ownership history in Hilltop Partners LLC  ·  12 quarters on record

AI Ownership Summary

Hilltop Partners LLC reported SCHWAB INTERMEDIATE-TERM US TREASURY ETF (SCHR) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.44% in 2025 Q1. The latest visible filing shows SCHR at 1.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hilltop Partners LLC's position in SCHWAB INTERMEDIATE-TERM US TREASURY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SCHR was reported at 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.44% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHR stock page Hilltop Partners LLC fund profile Hilltop Partners LLC full holdings
How Hilltop Partners LLC held SCHR — position size vs. price
% of Fund (quarterly)    SCHR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 175,530 -451 -0.3% 1.13% $4.4M 2026-02-14 (Est.) $25.20
2025 Q3 ADDED 175,981 +129 +0.1% 1.32% $4.4M 2025-11-17 $24.80
2025 Q2 ADDED 175,852 +4,552 +2.7% 1.33% $4.4M 2025-08-25 $24.46
2025 Q1 ADDED 171,300 +5,962 +3.6% 1.44% $4.3M 2025-05-15 $23.88
2024 Q4 ADDED 165,338 +82,708 +100.1% 1.37% $4.0M 2025-02-05 $23.47
2024 Q3 ADDED 82,630 +4,096 +5.2% 1.41% $4.2M 2024-11-12 $23.15
2024 Q2 ADDED 78,534 +1,061 +1.4% 1.41% $3.8M 2024-08-01 $23.42
2024 Q1 ADDED 77,473 +4,186 +5.7% 1.36% $3.8M 2024-05-13 $22.53
2023 Q4 ADDED 73,287 +5,381 +7.9% 1.43% $3.6M 2024-02-15 $22.61
2023 Q3 REDUCED 67,906 -242,376 -78.1% 1.37% $3.3M 2023-11-09 $21.88
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHR

As of 2025 Q4 — sorted by position size

Cornerstone Wealth Advisors, Inc. 3Y 21.95% HC Advisors, LLC 3Y 14.88% Hapanowicz & Associates Financial Services, Inc 3Y 7Y 13.13% Pacific Sage Partners, LLC 3Y 12.61% Beacon Wealthcare LLC 3Y 11.59% Crane Advisory, LLC 3Y 10.55% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 10.35% Downshift Financial, LLC 8.42% Clarity Wealth Development LLC 8.21% Blake Schutter Theil Wealth Advisors, LLC 7.28%

FAQ About Hilltop Partners LLC and SCHR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hilltop Partners LLC reported owning SCHR?

Hilltop Partners LLC reported SCHR across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SCHR position in Hilltop Partners LLC's portfolio?

The largest reported portfolio weight for SCHR was 1.44% in 2025 Q1.

What is the latest reported SCHR position on this page?

The most recent filing on this page is 2025 Q4, when Hilltop Partners LLC reported 175,530 shares, equal to 1.13% of portfolio, with an estimated market value of $4.4M.

What does the chart on this SCHR ownership page compare?

The chart compares Hilltop Partners LLC's quarterly SCHR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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