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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

473 hedge funds and large institutions have $9.56B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 223 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 120

39% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 46

2% more funds holding

Funds holding: 462 → 473 (+11)

2% more funds holding in top 10

Funds holding in top 10: 45 → 46 (+1)

4% more capital invested

Capital invested by funds: $9.17B → $9.56B (+$391M)

0.86% less ownership

Funds ownership: 84.08% → 83.22% (-0.86%)

Holders
473
Holders Change
+11
Holders Change %
+2.38%
% of All Funds
6.21%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.6%
New
64
Increased
223
Reduced
120
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$161M
2
Ameriprise
Ameriprise
Minnesota
+$36.2M
3
Cerity Partners
Cerity Partners
New York
+$30.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.1M
5
ETC
Exchange Traded Concepts
Oklahoma
+$25.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$69.5M
2
AssetMark Inc
AssetMark Inc
California
-$36.5M
3
ACM
AlphaStar Capital Management
North Carolina
-$21.4M
4
EF
Empowered Funds
Pennsylvania
-$12.7M
5
ODA
One Degree Advisors
California
-$6.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
276
Rockbridge Investment Management
New York
$536K +$1.15K +46 +0.2%
NFW
277
Noble Family Wealth
Florida
$533K – – –
MM
278
Meridian Management
Arkansas
$527K -$209K -8,368 -29%
HCP
279
Hardin Capital Partners
South Carolina
$519K -$19.1K -766 -4%
TCM
280
Twele Capital Management
Minnesota
$514K +$22.8K +911 +5%
WAM
281
WNY Asset Management
New York
$507K +$525 +21 +0.1%
EI
282
eCIO Inc
Wisconsin
$502K +$20.9K +836 +4%
KPP
283
Kings Path Partners
Texas
$501K -$1.57K -63 -0.3%
FIC
284
Family Investment Center
Missouri
$497K +$4.77K +191 +1%
BSB
285
Bangor Savings Bank
Maine
$487K -$14.3K -574 -3%
MA
286
Mutual Advisors
Nebraska
$486K -$64.8K -2,593 -12%
TCM
287
Tran Capital Management
California
$486K – – –
AIA
288
Accelerate Investment Advisors
California
$472K +$2.52K +101 +0.5%
Truist Financial
289
Truist Financial
North Carolina
$469K +$35K +1,401 +8%
EFN
290
Equita Financial Network
Pennsylvania
$464K -$71.4K -2,859 -13%
CPG
291
Cornerstone Planning Group
New Jersey
$460K +$483K +19,324 New
LFG
292
Larson Financial Group
Missouri
$454K -$134K -5,360 -23%
PCWA
293
Pacific Capital Wealth Advisors
California
$452K +$449K +17,969 New
MOS
294
MGO One Seven
Ohio
$434K -$33.9K -1,357 -7%
RWM
295
RKL Wealth Management
Pennsylvania
$433K -$131K -5,223 -23%
PA
296
PFG Advisors
Arizona
$429K +$427K +17,084 New
IAN
297
Integrated Advisors Network
Texas
$426K +$9.87K +395 +2%
PFA
298
Portland Financial Advisors
New York
$422K -$3.25K -130 -0.8%
CAL
299
Capital Analysts LLC
Pennsylvania
$418K +$93.8K +3,755 +29%
CCM
300
Compass Capital Management
Minnesota
$403K +$401K +16,043 New
10 11
12
13 14

SCHR Hedge Fund Activity: Q3 2025 in Review

473 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q3 2025, worth a combined $9.56B — up 4.3% from $9.17B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SCHR positions and 46 closed out — a net gain of 18 holders — while 223 added to existing stakes and 120 trimmed.

The largest buyer was Charles Schwab, adding an estimated $161M. The largest seller was Royal Bank of Canada, cutting an estimated $69.5M.

  • 473 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q3 2025, up from 462 in Q2 2025.
  • Funds reported $9.56B of Schwab Intermediately-Term US Treasury ETF stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 64 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q3 2025 and 46 closed out, a net change of +18 holders.
  • The largest Schwab Intermediately-Term US Treasury ETF buyer in Q3 2025 was Charles Schwab, an estimated $161M added.
  • The largest Schwab Intermediately-Term US Treasury ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2025.