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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

434 hedge funds and large institutions have $8.82B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 201 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+12
Holders Change %
+2.84%
% of All Funds
5.9%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.57%
New
65
Increased
201
Reduced
126
Closed
38
Calls
$22K
Puts
$76K
Net Calls
-$54K
Net Calls Change
-$120K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$65.5M
2
Charles Schwab
Charles Schwab
California
+$54M
3
AssetMark Inc
AssetMark Inc
California
+$37.9M
4
HPA
High Probability Advisors
New York
+$18.7M
5
AA
Advisory Alpha
Michigan
+$17.6M

Top Sellers

1
GP
Greenline Partners
New York
-$889M
2
Bank of America
Bank of America
North Carolina
-$126M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$29.2M
4
SIA
SeaBridge Investment Advisors
New Jersey
-$27.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPF
226
South Plains Financial
Texas
$832K – – –
SIM
227
Studio Investment Management
Illinois
$792K +$67.8K +2,726 +9%
BF
228
Brucke Financial
Indiana
$791K +$11.3K +449 +1%
IWC
229
Integrated Wealth Concepts
Massachusetts
$786K -$159K -6,397 -17%
AAS
230
Avantax Advisory Services
Texas
$759K -$16.1K -649 -2%
CPA
231
Capital Performance Advisors
California
$729K +$729K +29,317 New
BCWM
232
Bartlett & Co Wealth Management
Ohio
$697K +$347K +13,960 +99%
Natixis Advisors
233
Natixis Advisors
Massachusetts
$668K +$336K +13,532 +101%
AA
234
Alesco Advisors
New York
$654K +$56.6K +2,275 +9%
WFS
235
WealthGarden F.S.
California
$634K +$115K +4,625 +22%
SFA
236
Sequoia Financial Advisors
Ohio
$628K +$58.6K +2,359 +10%
FA
237
Fagan Associates
New York
$627K +$39.5K +1,590 +7%
SG
238
StoneX Group
New York
$625K -$25.2K -1,014 -4%
SPC
239
Sigma Planning Corp
Michigan
$604K -$4.33K -174 -0.7%
PFBT
240
Parkside Financial Bank & Trust
Missouri
$568K +$445K +17,902 +361%
WAM
241
WNY Asset Management
New York
$541K -$1.02K -41 -0.2%
QP
242
Quartz Partners
New York
$540K -$5.32K -214 -1%
HCP
243
Hardin Capital Partners
South Carolina
$537K -$10.2K -410 -2%
EFN
244
Equita Financial Network
Pennsylvania
$536K -$125K -5,021 -19%
RIM
245
Rockbridge Investment Management
New York
$530K +$994 +40 +0.2%
Empower Advisory Group
246
Empower Advisory Group
Colorado
$529K -$54.2K -2,180 -9%
NFW
247
Noble Family Wealth
Florida
$526K -$746 -30 -0.1%
HCP
248
Hexagon Capital Partners
Arkansas
$520K +$51.7K +2,078 +11%
KPP
249
Kings Path Partners
Texas
$516K -$31K -1,248 -6%
Corient Private Wealth
250
Corient Private Wealth
Florida
$514K -$405K -16,284 -44%
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