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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

449 hedge funds and large institutions have $9.14B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 187 increasing their positions, 141 reducing their positions, and 43 closing their positions.

Holders
449
Holders Change
+16
Holders Change %
+3.7%
% of All Funds
6.03%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
68
Increased
187
Reduced
141
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$559M
2
Charles Schwab
2
Charles Schwab
California
$5.55B
3
ETC
3
Exchange Traded Concepts
Oklahoma
$43.6M
4
Cerity Partners
4
Cerity Partners
New York
$41.4M
5
MFT
5
Moisand Fitzgerald Tamayo
Florida
$81.5M

Top Sellers

1
WCF
1
West Coast Financial
California
$0
2
Ameriprise
2
Ameriprise
Minnesota
$306M
3
FCI
3
Financial Counselors Inc
Kansas
$0
4
NCM
4
Northwest Capital Management
Oregon
$3.94M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$5.55B 221,741,946 +2,372,455 +1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$559M 22,340,666 +3,770,008 +20%
Ameriprise
3
Ameriprise
Minnesota
$306M 12,231,668 -875,248 -7%
Stifel Financial
4
Stifel Financial
Missouri
$200M 8,007,972 -88,574 -1%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$117M 4,654,817 -34,601 -0.7%
Bank of America
6
Bank of America
North Carolina
$94.2M 3,762,998 +369,539 +11%
CWA
7
Cornerstone Wealth Advisors
Minnesota
$86.9M 3,470,641 +48,995 +1%
MFT
8
Moisand Fitzgerald Tamayo
Florida
$81.5M 3,256,103 +1,120,524 +52%
State Street
9
State Street
Massachusetts
$72.6M 2,900,000 – –
PSP
10
Pacific Sage Partners
Washington
$65.8M 2,627,544 -85,204 -3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$62.8M 2,509,983 -203,144 -7%
RCA
12
Resonant Capital Advisors
Wisconsin
$58.6M 2,342,662 +161,535 +7%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$56.2M 2,265,354 -5,542 -0.2%
AWE
14
Avidian Wealth Enterprises
Texas
$49.4M 1,974,812 +75,037 +4%
IDA
15
Intelligence Driven Advisers
California
$44.2M 1,767,135 +165,252 +10%
ETC
16
Exchange Traded Concepts
Oklahoma
$43.6M 1,740,588 +1,740,588 New
CA
17
Crane Advisory
California
$43.6M 1,759,046 -12,853 -0.7%
Cerity Partners
18
Cerity Partners
New York
$41.4M 1,654,320 +1,636,172 +9,016%
AssetMark Inc
19
AssetMark Inc
California
$40.2M 1,604,159 +60,159 +4%
CA
20
Clearstead Advisors
Ohio
$39.6M 1,583,773 -15,728 -1%
FCA
21
FLC Capital Advisors
California
$35.3M 1,410,832 +171,594 +14%
AA
22
Advisory Alpha
Michigan
$34.5M 1,380,246 +145,142 +12%
Morgan Stanley
23
Morgan Stanley
New York
$31.6M 1,262,535 +97,653 +8%
BFG
24
Bouchey Financial Group
New York
$30.4M 1,215,695 -67,811 -5%
MAM
25
Madison Asset Management
Wisconsin
$30.2M 1,207,518 -463,018 -28%
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