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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 %
TPI
251
Trust Point Inc
Wisconsin
$592K +$186K +7,423 +46%
MWM
252
MBE Wealth Management
Wisconsin
$590K +$177K +7,058 +43%
LFG
253
Larson Financial Group
Missouri
$586K +$170K +6,808 +41%
VWA
254
Visionary Wealth Advisors
Illinois
$569K +$569K +22,732 New
RWM
255
RKL Wealth Management
Pennsylvania
$562K -$1.19M -47,551 -68%
Envestnet Portfolio Solutions
256
Envestnet Portfolio Solutions
Illinois
$561K -$1.1M -44,119 -66%
HCP
257
Hexagon Capital Partners
Arkansas
$549K +$25.7K +1,026 +5%
QP
258
Quartz Partners
New York
$544K – – –
Empower Advisory Group
259
Empower Advisory Group
Colorado
$543K +$10.9K +436 +2%
MA
260
Mutual Advisors
Nebraska
$542K +$74.7K +3,008 +16%
EFN
261
Equita Financial Network
Pennsylvania
$534K -$6.16K -246 -1%
HCP
262
Hardin Capital Partners
South Carolina
$533K -$4.58K -184 -0.9%
RIM
263
Rockbridge Investment Management
New York
$533K -$501 -20 -0.1%
NFW
264
Noble Family Wealth
Florida
$531K +$451 +18 +0.1%
WAM
265
WNY Asset Management
New York
$504K -$40.4K -1,615 -7%
KPP
266
Kings Path Partners
Texas
$500K -$19.4K -777 -4%
BSB
267
Bangor Savings Bank
Maine
$499K -$1K -40 -0.2%
Tudor Investment Corp
268
Tudor Investment Corp
Connecticut
$497K +$497K +19,867 New
BPA
269
Beacon Pointe Advisors
California
$493K -$12.5K -500 -2%
FIC
270
Family Investment Center
Missouri
$490K +$4.76K +190 +1%
TCM
271
Twele Capital Management
Minnesota
$490K +$9.26K +370 +2%
MC
272
Moors & Cabot
Massachusetts
$484K +$74.6K +2,979 +18%
TCM
273
Tran Capital Management
California
$484K – – –
JFGLC
274
Johnson Financial Group LLC (Colorado)
Colorado
$481K +$21.6K +864 +5%
EI
275
eCIO Inc
Wisconsin
$479K -$13.5K -539 -3%
9 10
11
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