SCHR icon

Schwab Intermediately-Term US Treasury ETF

451 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, 188 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+18
Holders Change %
+4.16%
% of All Funds
6.05%
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
188
Reduced
142
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
226
Avantax Advisory Services
Texas
$804K +$40.3K +1,611 +5%
NWAG
227
Net Worth Advisory Group
Utah
$792K +$792K +31,655 New
VWM
228
Vermillion Wealth Management
Minnesota
$789K -$193K -7,709 -20%
IWC
229
Integrated Wealth Concepts
Massachusetts
$781K -$11.3K -450 -1%
SAMC
230
Spectrum Asset Management (California)
California
$771K +$771K +30,789 New
WFS
231
WealthGarden F.S.
California
$760K +$127K +5,100 +20%
SFA
232
Sequoia Financial Advisors
Ohio
$749K +$116K +4,645 +18%
SG
233
StoneX Group
New York
$734K +$104K +4,166 +17%
IAA
234
Independent Advisor Alliance
North Carolina
$732K -$140K -5,583 -16%
MM
235
Meridian Management
Arkansas
$729K -$1.29M -51,970 -64%
BIA
236
Bell Investment Advisors
California
$714K +$714K +28,529 New
EWM
237
Evermay Wealth Management
Virginia
$706K +$706K +28,217 New
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$706K +$296K +11,834 +72%
IA
239
IFP Advisors
Florida
$662K +$370K +14,788 +127%
AA
240
Alesco Advisors
New York
$659K
AWS
241
Atria Wealth Solutions
New York
$657K -$370K -14,857 -36%
CWM
242
Comprehensive Wealth Management
Washington
$652K +$652K +26,035 New
PFBT
243
Parkside Financial Bank & Trust
Missouri
$650K +$77.8K +3,110 +14%
SAW
244
Signal Advisors Wealth
Michigan
$632K +$632K +25,240 New
NA
245
NewEdge Advisors
Louisiana
$623K +$154K +6,147 +33%
Lido Advisors
246
Lido Advisors
California
$612K +$372K +14,843 +154%
FA
247
Fagan Associates
New York
$611K -$19.8K -791 -3%
SPC
248
Sigma Planning Corp
Michigan
$604K -$3.7K -148 -0.6%
SA
249
Seneschal Advisors
Washington
$599K +$232K +9,254 +63%
TPI
250
Trust Point Inc
Wisconsin
$592K +$186K +7,423 +46%