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SCHR

Schwab Intermediately-Term US Treasury ETF

482 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 66 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

43% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 46

2% more funds holding

Funds holding: 471482 (+11)

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

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
482
Holders Change
+11
Holders Change %
+2.34%
% of All Funds
5.86%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.57%
New
66
Increased
239
Reduced
122
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
276
HighPoint Advisor Group
Illinois
$588K +$590K +23,449 New
Goldman Sachs
277
Goldman Sachs
New York
$586K +$588K +23,384 New
Empower Advisory Group
278
Empower Advisory Group
Colorado
$585K +$34.8K +1,382 +6%
SA
279
Sanctuary Advisors
Indiana
$578K +$9.76K +388 +2%
MWM
280
MBE Wealth Management
Wisconsin
$565K -$12.8K -510 -2%
HCP
281
Hexagon Capital Partners
Arkansas
$564K -$4.58K -182 -0.8%
NP
282
NorthRock Partners
Minnesota
$560K +$361K +14,342 +180%
EWM
283
Empirical Wealth Management
Washington
$559K -$623K -24,749 -53%
XPN
284
XY Planning Network
Montana
$557K +$160K +6,340 +40%
SPC
285
Sigma Planning Corp
Michigan
$554K -$2.74K -109 -0.5%
QP
286
Quartz Partners
New York
$552K -$22.1K -877 -4%
MKA
287
M. Kulyk & Associates
Georgia
$544K +$291K +11,549 +114%
FA
288
Fagan Associates
New York
$544K -$60K -2,384 -10%
WAM
289
Worth Asset Management
Texas
$541K +$261K +10,369 +92%
RIM
290
Rockbridge Investment Management
New York
$537K +$1.84K +73 +0.3%
TCM
291
Twele Capital Management
Minnesota
$523K +$9.91K +394 +2%
EI
292
eCIO Inc
Wisconsin
$508K +$6.57K +261 +1%
FIC
293
Family Investment Center
Missouri
$502K +$6.29K +250 +1%
HCP
294
Hardin Capital Partners
South Carolina
$494K -$23.9K -950 -5%
KPP
295
Kings Path Partners
Texas
$488K -$12.3K -487 -2%
MA
296
Mutual Advisors
Nebraska
$487K +$5.06K +201 +1%
Fidelity Investments
297
Fidelity Investments
Massachusetts
$483K +$210K +8,352 +77%
NFW
298
Noble Family Wealth
Florida
$479K -$52.5K -2,088 -10%
IIM
299
IFC & Insurance Marketing
California
$479K +$480K +19,081 New
AIA
300
Accelerate Investment Advisors
California
$459K -$12.3K -490 -3%