SCHR icon

Schwab Intermediately-Term US Treasury ETF

451 hedge funds and large institutions have $9.14B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 142 reducing their positions, and 43 closing their positions.

Holders
451
Holders Change
+18
Holders Change %
+4.16%
% of All Funds
6.05%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
68
Increased
188
Reduced
142
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
301
Capital Investment Advisors
Georgia
$326K +$326K +13,034 New
CAL
302
Capital Analysts LLC
Pennsylvania
$322K -$1.65K -66 -0.5%
HR
303
Howe & Rusling
New York
$321K +$108K +4,298 +50%
CF
304
Copperwynd Financial
Arizona
$321K +$321K +12,818 New
HCM
305
Hollencrest Capital Management
California
$315K
FPAS
306
Focus Partners Advisor Solutions
Missouri
$311K -$90.9K -3,633 -23%
HAS
307
HBW Advisory Services
California
$311K -$82.6K -3,299 -21%
RI
308
Ridgewood Investments
New Jersey
$308K
CWM
309
Connecticut Wealth Management
Connecticut
$304K +$225 +9 +0.1%
FCB
310
First County Bank
Connecticut
$302K -$66.9K -2,674 -18%
MKA
311
M. Kulyk & Associates
Georgia
$298K +$298K +11,925 New
JWCA
312
J.W. Cole Advisors
Florida
$292K +$292K +11,678 New
RC
313
Roundview Capital
New Jersey
$287K
CAS
314
Coppell Advisory Solutions
Texas
$284K +$284K +11,382 New
PP
315
Patten & Patten
Tennessee
$279K +$6.26K +250 +2%
EAM
316
Evanson Asset Management
California
$278K +$2.68K +107 +1%
CAMG
317
CWA Asset Management Group
Florida
$274K -$128K -5,115 -32%
AAS
318
Asset Allocation Strategies
Michigan
$274K -$16.6K -665 -6%
MWM
319
Modern Wealth Management
Kansas
$273K -$12.4K -497 -4%
CBA
320
Coastal Bridge Advisors
Connecticut
$271K +$14.8K +593 +6%
CIA
321
Concurrent Investment Advisors
Florida
$269K +$269K +10,751 New
GRP
322
Global Retirement Partners
California
$269K +$269K +10,745 New
LGA
323
Lebenthal Global Advisors
New York
$265K +$265K +10,585 New
BC
324
Bulwark Capital
Florida
$256K +$256K +10,216 New
HNB
325
Huntington National Bank
Ohio
$255K -$30.8K