We are live on ! Find out more
SCHR

Schwab Intermediately-Term US Treasury ETF

481 hedge funds and large institutions have $9.97B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 122 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 122

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

2% more funds holding

Funds holding: 471481 (+10)

4% more capital invested

Capital invested by funds: $9.56B → $9.97B (+$417M)

1.12% less ownership

Funds ownership: 83.21%82.09% (-1.1%)

Holders
481
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
5.85%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.57%
New
65
Increased
239
Reduced
122
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
226
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.13M +$1.13M +44,874 New
TPCW
227
TD Private Client Wealth
New York
$1.11M -$111K -4,403 -9%
Envestnet Portfolio Solutions
228
Envestnet Portfolio Solutions
Illinois
$1.1M +$300K +11,940 +37%
CFIA
229
Cantor Fitzgerald Investment Advisors
New York
$1.1M -$18.9K -752 -2%
SW
230
Simplicity Wealth
New Jersey
$1.1M +$61K +2,425 +6%
SG
231
StoneX Group
New York
$1.1M +$258K +10,237 +31%
GS
232
GWN Securities
Florida
$1.09M +$326K +12,973 +43%
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$1.08M +$1.09M +43,144 New
UFA
234
Unify Financial Advisors
Florida
$1.08M +$1.08M +42,993 New
IWA
235
Integrity Wealth Advisors
California
$1.02M -$14.9K -594 -1%
EWA
236
EverSource Wealth Advisors
Alabama
$1.02M -$47.9K -1,902 -4%
CB
237
Commerce Bank
Missouri
$1.01M +$106K +4,224 +12%
NRI
238
NFP Retirement Inc
California
$999K +$11.9K +474 +1%
MWAM
239
Manhattan West Asset Management
California
$993K
IWM
240
IHT Wealth Management
Illinois
$968K -$288K -11,454 -23%
WFS
241
WealthGarden F.S.
California
$967K +$183K +7,288 +23%
AWM
242
Avior Wealth Management
Nebraska
$951K +$7.22K +287 +0.8%
RA
243
Ransom Advisory
Rhode Island
$903K +$906K +36,000 New
MAS
244
Madden Advisory Services
Florida
$901K +$99.6K +3,957 +12%
FLPIM
245
F.L. Putnam Investment Management
Massachusetts
$899K -$550K -21,868 -38%
AIM
246
Advyzon Investment Management
Illinois
$894K +$42.2K +1,678 +5%
FT
247
Fiduciary Trust
Massachusetts
$880K +$883K +35,076 New
NHT
248
New Hampshire Trust
New Hampshire
$878K +$332K +13,182 +60%
CW
249
CreativeOne Wealth
Kansas
$874K -$6.07M -241,176 -87%
RM
250
RCW Management
Florida
$857K +$860K +34,177 New