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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 %
TPI
276
Trust Point Inc
Wisconsin
$403K -$32.2K -1,295 -7%
FPAS
277
Focus Partners Advisor Solutions
Missouri
$400K +$400K +16,074 New
CAMG
278
CWA Asset Management Group
Florida
$399K +$399K +16,067 New
NA
279
Note Advisors
New York
$394K – – –
HAS
280
HBW Advisory Services
California
$391K +$16K +642 +4%
MOS
281
MGO One Seven
Ohio
$382K -$29.5K -1,185 -7%
NHT
282
New Hampshire Trust
New Hampshire
$380K -$22.1K -888 -5%
FA
283
FC Advisory
Pennsylvania
$370K +$1.82K +73 +0.5%
WIA
284
World Investment Advisors
California
$370K +$370K +14,872 New
FCB
285
First County Bank
Connecticut
$367K +$367K +14,744 New
SA
286
Seneschal Advisors
Washington
$365K -$5.2K -209 -1%
OIA
287
OneDigital Investment Advisors
Kansas
$341K -$440K -17,703 -56%
MWP
288
Meridian Wealth Partners
Pennsylvania
$327K +$174 +7 +0.1%
CMP
289
Coston McIsaac & Partners
Maine
$327K -$9.39K -378 -3%
SGAM
290
Stephens Group Asset Management
Arkansas
$325K -$2.16M -87,035 -87%
CAL
291
Capital Analysts LLC
Pennsylvania
$322K +$91.6K +3,685 +40%
CA
292
Claro Advisors
Massachusetts
$318K +$10.8K +436 +4%
P
293
&Partners
Tennessee
$314K +$314K +12,656 New
HCM
294
Hollencrest Capital Management
California
$313K -$33.8K -1,360 -10%
LAM
295
L2 Asset Management
Massachusetts
$312K – – –
AIA
296
Accelerate Investment Advisors
California
$307K +$307K +12,336 New
RI
297
Ridgewood Investments
New Jersey
$306K -$124K -5,000 -29%
CWM
298
Connecticut Wealth Management
Connecticut
$302K +$302K +12,142 New
Fisher Asset Management
299
Fisher Asset Management
Washington
$301K +$301K +12,112 New
WAM
300
Worth Asset Management
Texas
$300K +$26.2K +1,054 +10%
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