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SCHR

Schwab Intermediately-Term US Treasury ETF

508 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 230 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 36

69% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 136

6% more funds holding

Funds holding: 481508 (+27)

4% more capital invested

Capital invested by funds: $9.97B → $10.4B (+$419M)

0.89% less ownership

Funds ownership: 82.09%81.2% (-0.89%)

4% less funds holding in top 10

Funds holding in top 10: 4745 (-2)

Holders
508
Holders Change
+27
Holders Change %
+5.61%
% of All Funds
6.26%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.55%
New
74
Increased
230
Reduced
136
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NP
276
NorthRock Partners
Minnesota
$670K +$114K +4,552 +20%
BPA
277
Beacon Pointe Advisors
California
$667K -$50.6K -2,017 -7%
Empower Advisory Group
278
Empower Advisory Group
Colorado
$662K +$81.1K +3,236 +14%
IAA
279
Independent Advisor Alliance
North Carolina
$660K +$28.3K +1,130 +4%
PFA
280
Portland Financial Advisors
New York
$645K +$227K +9,051 +54%
Fidelity Investments
281
Fidelity Investments
Massachusetts
$609K +$130K +5,184 +27%
SA
282
Sanctuary Advisors
Indiana
$598K +$23.8K +951 +4%
PFBT
283
Parkside Financial Bank & Trust
Missouri
$583K -$244K -9,723 -29%
EWM
284
Empirical Wealth Management
Washington
$570K +$14.5K +577 +3%
FIC
285
Family Investment Center
Missouri
$564K +$64.9K +2,590 +13%
SFA
286
Sequoia Financial Advisors
Ohio
$560K -$276K -11,019 -33%
FWI
287
Facet Wealth Inc
Maryland
$557K +$560K +22,360 New
VWM
288
Vermillion Wealth Management
Minnesota
$549K -$100K -4,004 -15%
QP
289
Quartz Partners
New York
$548K
AAM
290
Advisors Asset Management
Colorado
$543K +$225K +8,979 +70%
HCP
291
Hexagon Capital Partners
Arkansas
$537K -$22.6K -901 -4%
RIM
292
Rockbridge Investment Management
New York
$534K +$952 +38 +0.2%
MWM
293
Mission Wealth Management
California
$530K +$533K +21,272 New
FA
294
Fagan Associates
New York
$527K -$12.9K -516 -2%
EI
295
eCIO Inc
Wisconsin
$526K +$21.6K +861 +4%
PCM
296
Parsons Capital Management
Rhode Island
$523K +$526K +21,000 New
TCM
297
Twele Capital Management
Minnesota
$523K +$2.78K +111 +0.5%
FLPIM
298
F.L. Putnam Investment Management
Massachusetts
$513K -$382K -15,249 -43%
EFN
299
Equita Financial Network
Pennsylvania
$505K +$57.3K +2,288 +13%
HCP
300
Hardin Capital Partners
South Carolina
$491K