We are live on ! Find out more
SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

462 hedge funds and large institutions have $9.17B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 189 increasing their positions, 148 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 45

28% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 148

5% more funds holding

Funds holding: 441 → 462 (+21)

5% more funds holding in top 10

Funds holding in top 10: 43 → 45 (+2)

4% more capital invested

Capital invested by funds: $8.83B → $9.17B (+$332M)

0.18% less ownership

Funds ownership: 84.25% → 84.08% (-0.18%)

Holders
462
Holders Change
+21
Holders Change %
+4.76%
% of All Funds
6.08%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.59%
New
71
Increased
189
Reduced
148
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$93.4M
2
Charles Schwab
Charles Schwab
California
+$58.8M
3
ETC
Exchange Traded Concepts
Oklahoma
+$43.1M
4
Cerity Partners
Cerity Partners
New York
+$40.5M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$27.8M

Top Sellers

Rank Fund Capital Flow
1
FCI
Financial Counselors Inc
Kansas
-$21.9M
2
Ameriprise
Ameriprise
Minnesota
-$21.7M
3
NCM
Northwest Capital Management
Oregon
-$17.3M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.8M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
301
Sonora Investment Management Group
Arizona
$370K +$72.9K +2,942 +25%
NA
302
Note Advisors
New York
$363K -$32.7K -1,320 -8%
ATPW
303
Ashton Thomas Private Wealth
Arizona
$338K +$334K +13,489 New
LAM
304
L2 Asset Management
Massachusetts
$336K +$21.4K +865 +7%
CMP
305
Coston McIsaac & Partners
Maine
$332K +$3.15K +127 +1%
MWP
306
Meridian Wealth Partners
Pennsylvania
$330K +$942 +38 +0.3%
RA
307
RFG Advisory
Alabama
$330K +$327K +13,194 New
SGAM
308
Stephens Group Asset Management
Arkansas
$330K +$2.83K +114 +0.9%
CIA
309
Capital Investment Advisors
Georgia
$326K +$323K +13,034 New
CAL
310
Capital Analysts LLC
Pennsylvania
$322K -$1.64K -66 -0.5%
HR
311
Howe & Rusling
New York
$321K +$106K +4,298 +50%
CF
312
Copperwynd Financial
Arizona
$321K +$318K +12,818 New
HCM
313
Hollencrest Capital Management
California
$315K – – –
FPAS
314
Focus Partners Advisor Solutions
Missouri
$311K -$90K -3,633 -23%
HAS
315
HBW Advisory Services
California
$311K -$81.7K -3,299 -21%
RI
316
Ridgewood Investments
New Jersey
$308K – – –
CWM
317
Connecticut Wealth Management
Connecticut
$304K +$223 +9 +0.1%
FCB
318
First County Bank
Connecticut
$302K -$66.3K -2,674 -18%
MKA
319
M. Kulyk & Associates
Georgia
$298K +$295K +11,925 New
JWCA
320
J.W. Cole Advisors
Florida
$292K +$289K +11,678 New
RC
321
Roundview Capital
New Jersey
$287K – – –
CAS
322
Coppell Advisory Solutions
Texas
$284K +$282K +11,382 New
PP
323
Patten & Patten
Tennessee
$279K +$6.2K +250 +2%
EAM
324
Evanson Asset Management
California
$278K +$2.65K +107 +1%
CAMG
325
CWA Asset Management Group
Florida
$274K -$127K -5,115 -32%
11 12
13
14 15

SCHR Hedge Fund Activity: Q2 2025 in Review

462 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q2 2025, worth a combined $9.17B — up 3.8% from $8.83B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SCHR positions and 45 closed out — a net gain of 26 holders — while 189 added to existing stakes and 148 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $93.4M. The largest seller was Financial Counselors Inc, exiting entirely with an estimated $21.9M sold.

  • 462 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q2 2025, up from 441 in Q1 2025.
  • Funds reported $9.17B of Schwab Intermediately-Term US Treasury ETF stock for Q2 2025, up 3.8% quarter-over-quarter.
  • 71 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q2 2025 and 45 closed out, a net change of +26 holders.
  • The largest Schwab Intermediately-Term US Treasury ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $93.4M added.
  • The largest Schwab Intermediately-Term US Treasury ETF seller in Q2 2025 was Financial Counselors Inc, an estimated $21.9M sold.

Based on aggregated 13F filings for Q2 2025.