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SCHR

Schwab Intermediately-Term US Treasury ETF

508 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 230 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 36

69% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 136

6% more funds holding

Funds holding: 481508 (+27)

4% more capital invested

Capital invested by funds: $9.97B → $10.4B (+$419M)

0.89% less ownership

Funds ownership: 82.09%81.2% (-0.89%)

4% less funds holding in top 10

Funds holding in top 10: 4745 (-2)

Holders
508
Holders Change
+27
Holders Change %
+5.61%
% of All Funds
6.26%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.55%
New
74
Increased
230
Reduced
136
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
226
Studio Investment Management
Illinois
$1.17M -$30.5K -1,218 -3%
DI
227
Diligent Investors
California
$1.16M +$2.46K +98 +0.2%
BCM
228
Brookstone Capital Management
Illinois
$1.15M -$168K -6,691 -13%
TPCW
229
TD Private Client Wealth
New York
$1.15M +$45K +1,794 +4%
FTS
230
Fifth Third Securities
Ohio
$1.14M -$9.82K -392 -0.8%
WIM
231
Waycross Investment Management
Washington
$1.14M
1IA
232
1620 Investment Advisors
Massachusetts
$1.12M
CFIA
233
Cantor Fitzgerald Investment Advisors
New York
$1.11M +$20.7K +825 +2%
MAS
234
Madden Advisory Services
Florida
$1.11M +$214K +8,548 +24%
Corient Private Wealth
235
Corient Private Wealth
Florida
$1.1M -$1.04M -41,662 -48%
NRI
236
NFP Retirement Inc
California
$1.1M +$107K +4,274 +11%
Koshinski Asset Management
237
Koshinski Asset Management
Illinois
$1.09M -$47.9K -1,913 -4%
GS
238
GWN Securities
Florida
$1.09M +$4.26K +170 +0.4%
AIM
239
Advyzon Investment Management
Illinois
$1.07M +$179K +7,129 +20%
UFA
240
Unify Financial Advisors
Florida
$1.05M -$18.1K -724 -2%
HFS
241
Horizon Financial Services
North Carolina
$1.03M -$229K -9,147 -18%
IWA
242
Integrity Wealth Advisors
California
$1.02M
NHT
243
New Hampshire Trust
New Hampshire
$989K +$118K +4,702 +13%
EWA
244
EverSource Wealth Advisors
Alabama
$976K -$40K -1,594 -4%
MWAM
245
Manhattan West Asset Management
California
$968K -$18.5K -740 -2%
BBWP
246
Beacon Bridge Wealth Partners
Pennsylvania
$965K +$971K +38,744 New
PAG
247
Private Advisor Group
New Jersey
$960K +$173K +6,885 +22%
TPI
248
Trust Point Inc
Wisconsin
$950K +$104K +4,150 +12%
AWM
249
Avior Wealth Management
Nebraska
$948K +$3.71K +148 +0.4%
RM
250
RCW Management
Florida
$936K +$85.4K +3,409 +10%