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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

452 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, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+18
Holders Change %
+4.15%
% of All Funds
6.06%
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
143
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$94.4M
2
Charles Schwab
Charles Schwab
California
+$59.4M
3
ETC
Exchange Traded Concepts
Oklahoma
+$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$21.9M
2
FCI
Financial Counselors Inc
Kansas
-$21.9M
3
NCM
Northwest Capital Management
Oregon
-$17.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.9M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
226
Two Sigma Securities
New York
$813K +$527K +21,049 +184%
AAS
227
Avantax Advisory Services
Texas
$804K +$40.3K +1,611 +5%
NWAG
228
Net Worth Advisory Group
Utah
$792K +$792K +31,655 New
VWM
229
Vermillion Wealth Management
Minnesota
$789K -$193K -7,709 -20%
IWC
230
Integrated Wealth Concepts
Massachusetts
$781K -$11.3K -450 -1%
SAMC
231
Spectrum Asset Management (California)
California
$771K +$771K +30,789 New
WFS
232
WealthGarden F.S.
California
$760K +$127K +5,100 +20%
SFA
233
Sequoia Financial Advisors
Ohio
$749K +$116K +4,645 +18%
SG
234
StoneX Group
New York
$734K +$104K +4,166 +17%
IAA
235
Independent Advisor Alliance
North Carolina
$732K -$140K -5,583 -16%
MM
236
Meridian Management
Arkansas
$729K -$1.29M -51,970 -64%
BIA
237
Bell Investment Advisors
California
$714K +$714K +28,529 New
EWM
238
Evermay Wealth Management
Virginia
$706K +$706K +28,217 New
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
$706K +$296K +11,834 +72%
IA
240
IFP Advisors
Florida
$662K +$370K +14,788 +127%
AA
241
Alesco Advisors
New York
$659K – – –
AWS
242
Atria Wealth Solutions
New York
$657K -$370K -14,857 -36%
CWM
243
Comprehensive Wealth Management
Washington
$652K +$652K +26,035 New
PFBT
244
Parkside Financial Bank & Trust
Missouri
$650K +$77.8K +3,110 +14%
SAW
245
Signal Advisors Wealth
Michigan
$632K +$632K +25,240 New
NA
246
NewEdge Advisors
Louisiana
$623K +$154K +6,147 +33%
Lido Advisors
247
Lido Advisors
California
$612K +$372K +14,843 +154%
FA
248
Fagan Associates
New York
$611K -$19.8K -791 -3%
SPC
249
Sigma Planning Corp
Michigan
$604K -$3.7K -148 -0.6%
SA
250
Seneschal Advisors
Washington
$599K +$232K +9,254 +63%
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