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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 %
NWM
251
Napa Wealth Management
California
$504K +$504K +20,259 New
BPA
252
Beacon Pointe Advisors
California
$502K – – –
BSB
253
Bangor Savings Bank
Maine
$497K +$3.51K +141 +0.7%
EI
254
eCIO Inc
Wisconsin
$489K +$489K +19,688 New
FIC
255
Family Investment Center
Missouri
$482K +$23.5K +945 +5%
1IA
256
1620 Investment Advisors
Massachusetts
$482K +$344K +13,845 +251%
TCM
257
Tran Capital Management
California
$480K -$23.8K -957 -5%
TCM
258
Twele Capital Management
Minnesota
$477K +$12.1K +487 +3%
OMC
259
Old Mission Capital
Illinois
$471K +$471K +18,958 New
MA
260
Mutual Advisors
Nebraska
$468K +$468K +18,796 New
NA
261
NewEdge Advisors
Louisiana
$466K -$1.26M -50,841 -73%
LAIC
262
Lederer & Associates Investment Counsel
California
$458K +$722 +29 +0.2%
DWM
263
Dakota Wealth Management
Florida
$457K -$13.3K -536 -3%
JFGLC
264
Johnson Financial Group LLC (Colorado)
Colorado
$456K +$4.4K +177 +1%
Cerity Partners
265
Cerity Partners
New York
$451K -$208K -8,369 -32%
IAN
266
Integrated Advisors Network
Texas
$447K -$2.31K -93 -0.5%
PI
267
PFG Investments
New York
$427K +$427K +17,165 New
EWA
268
EverSource Wealth Advisors
Alabama
$425K -$51.9K -2,086 -11%
PA
269
PFG Advisors
Arizona
$422K +$2.34K +94 +0.6%
PFA
270
Portland Financial Advisors
New York
$421K +$31.4K +1,264 +8%
LFG
271
Larson Financial Group
Missouri
$413K -$250K -10,068 -38%
MWM
272
MBE Wealth Management
Wisconsin
$411K +$411K +16,524 New
Susquehanna International Group
273
Susquehanna International Group
Pennsylvania
$407K -$2.3M -92,330 -85%
MC
274
Moors & Cabot
Massachusetts
$407K -$585K -23,517 -59%
VCM
275
Vision Capital Management
Oregon
$406K -$15.7K -631 -4%
9 10
11
12 13