SCHR icon

Schwab Intermediately-Term US Treasury ETF

459 hedge funds and large institutions have $9.52B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 220 increasing their positions, 111 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EI
276
eCIO Inc
Wisconsin
$502K
FIC
277
Family Investment Center
Missouri
$497K
BSB
278
Bangor Savings Bank
Maine
$487K
MA
279
Mutual Advisors
Nebraska
$486K
TCM
280
Tran Capital Management
California
$486K
AIA
281
Accelerate Investment Advisors
California
$472K
Truist Financial
282
Truist Financial
North Carolina
$469K
EFN
283
Equita Financial Network
Pennsylvania
$464K
CPG
284
Cornerstone Planning Group
New Jersey
$460K
LFG
285
Larson Financial Group
Missouri
$454K
PCWA
286
Pacific Capital Wealth Advisors
California
$452K
MOS
287
MGO One Seven
Ohio
$434K
RWM
288
RKL Wealth Management
Pennsylvania
$433K
PA
289
PFG Advisors
Arizona
$429K
IAN
290
Integrated Advisors Network
Texas
$426K
PFA
291
Portland Financial Advisors
New York
$422K
CAL
292
Capital Analysts LLC
Pennsylvania
$418K
CCM
293
Compass Capital Management
Minnesota
$403K
XPN
294
XY Planning Network
Montana
$397K
RI
295
Rinkey Investments
California
$390K
FA
296
FC Advisory
Pennsylvania
$379K
CD
297
Chapin Davis
Maryland
$376K
NA
298
Note Advisors
New York
$376K
MC
299
Moors & Cabot
Massachusetts
$375K
SIMG
300
Sonora Investment Management Group
Arizona
$361K