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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
BF
251
Brucke Financial
Indiana
$853K -$13K -516 -1%
TPI
252
Trust Point Inc
Wisconsin
$852K +$40.9K +1,627 +5%
SPF
253
South Plains Financial
Texas
$843K
BIA
254
Bell Investment Advisors
California
$843K +$121K +4,795 +17%
NWAG
255
Net Worth Advisory Group
Utah
$841K +$844K +33,530 New
SFA
256
Sequoia Financial Advisors
Ohio
$840K -$89.6K -3,560 -10%
PFBT
257
Parkside Financial Bank & Trust
Missouri
$831K +$195K +7,729 +30%
MC
258
Moors & Cabot
Massachusetts
$831K +$458K +18,206 +122%
MFG
259
Merit Financial Group
Georgia
$819K +$23.4K +928 +3%
AA
260
Alesco Advisors
New York
$811K +$83K +3,300 +11%
PAG
261
Private Advisor Group
New Jersey
$794K -$9.62M -382,284 -92%
CA
262
CoreCap Advisors
Michigan
$767K -$393K -15,613 -34%
OFS
263
OneAscent Financial Services
Alabama
$764K -$82K -3,260 -10%
SWM
264
SeaCrest Wealth Management
New York
$763K -$173K -6,882 -18%
BPA
265
Beacon Pointe Advisors
California
$722K +$124K +4,918 +21%
EWM
266
Evermay Wealth Management
Virginia
$708K
PAYA
267
Phil A. Younker & Associates
Alaska
$690K -$6.92K -275 -1%
NCM
268
Northwest Capital Management
Oregon
$673K -$789K -31,352 -54%
RRA
269
Red Reef Advisors
Florida
$653K +$656K +26,054 New
VWM
270
Vermillion Wealth Management
Minnesota
$653K -$58.4K -2,321 -8%
IAA
271
Independent Advisor Alliance
North Carolina
$636K -$68.8K -2,735 -10%
MM
272
Meridian Management
Arkansas
$627K +$101K +4,031 +19%
VST
273
Van Strum & Towne
California
$621K +$406K +16,115 +186%
MOS
274
MGO One Seven
Ohio
$600K +$167K +6,638 +38%
IWC
275
Integrated Wealth Concepts
Massachusetts
$593K -$220K -8,747 -27%