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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 %
SIMG
301
Sonora Investment Management Group
Arizona
$294K -$6.66K -268 -2%
IA
302
IFP Advisors
Florida
$289K +$102K +4,103 +54%
AAS
303
Asset Allocation Strategies
Michigan
$288K +$11.1K +448 +4%
RC
304
Roundview Capital
New Jersey
$285K +$285K +11,452 New
TSS
305
Two Sigma Securities
New York
$284K +$284K +11,439 New
MWM
306
Modern Wealth Management
Kansas
$283K +$283K +11,387 New
EAM
307
Evanson Asset Management
California
$273K +$1.84K +74 +0.7%
PP
308
Patten & Patten
Tennessee
$271K +$13.3K +533 +5%
MIS
309
Morningstar Investment Services
Illinois
$268K -$407K -16,351 -60%
UCFA
310
United Capital Financial Advisors
Texas
$267K +$267K +10,739 New
Citigroup
311
Citigroup
New York
$259K +$21.5K +866 +9%
XPN
312
XY Planning Network
Montana
$258K +$258K +10,368 New
ATS
313
Ashton Thomas Securities
New York
$257K -$6.31K -254 -2%
OCM
314
Orleans Capital Management
Louisiana
$256K – – –
CBA
315
Coastal Bridge Advisors
Connecticut
$254K +$254K +10,220 New
WA
316
WBH Advisory
Maryland
$253K +$35.1K +1,413 +16%
CFGW
317
Chancellor Financial Group WB
Pennsylvania
$250K +$50 +2 +0%
CAC
318
Certified Advisory Corp
Florida
$249K – – –
WTA
319
Washington Trust Advisors
Massachusetts
$249K – – –
ACM
320
Absolute Capital Management
Pennsylvania
$248K -$51.6K -2,077 -17%
WPA
321
West Paces Advisors
Georgia
$242K -$76.6K -3,080 -24%
BWP
322
Balboa Wealth Partners
Arizona
$240K +$240K +9,663 New
Lido Advisors
323
Lido Advisors
California
$239K +$239K +9,609 New
TW
324
Transform Wealth
Colorado
$237K – – –
HWM
325
HB Wealth Management
Georgia
$236K -$19K -763 -7%
11 12
13
14 15