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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

452 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, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+18
Holders Change %
+4.15%
% of All Funds
6.06%
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
143
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$94.4M
2
Charles Schwab
Charles Schwab
California
+$59.4M
3
ETC
Exchange Traded Concepts
Oklahoma
+$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$21.9M
2
FCI
Financial Counselors Inc
Kansas
-$21.9M
3
NCM
Northwest Capital Management
Oregon
-$17.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.9M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGAM
301
Stephens Group Asset Management
Arkansas
$330K +$2.85K +114 +0.9%
CIA
302
Capital Investment Advisors
Georgia
$326K +$326K +13,034 New
CAL
303
Capital Analysts LLC
Pennsylvania
$322K -$1.65K -66 -0.5%
HR
304
Howe & Rusling
New York
$321K +$108K +4,298 +50%
CF
305
Copperwynd Financial
Arizona
$321K +$321K +12,818 New
HCM
306
Hollencrest Capital Management
California
$315K – – –
FPAS
307
Focus Partners Advisor Solutions
Missouri
$311K -$90.9K -3,633 -23%
HAS
308
HBW Advisory Services
California
$311K -$82.6K -3,299 -21%
RI
309
Ridgewood Investments
New Jersey
$308K – – –
CWM
310
Connecticut Wealth Management
Connecticut
$304K +$225 +9 +0.1%
FCB
311
First County Bank
Connecticut
$302K -$66.9K -2,674 -18%
MKA
312
M. Kulyk & Associates
Georgia
$298K +$298K +11,925 New
JWCA
313
J.W. Cole Advisors
Florida
$292K +$292K +11,678 New
RC
314
Roundview Capital
New Jersey
$287K – – –
CAS
315
Coppell Advisory Solutions
Texas
$284K +$284K +11,382 New
PP
316
Patten & Patten
Tennessee
$279K +$6.26K +250 +2%
EAM
317
Evanson Asset Management
California
$278K +$2.68K +107 +1%
CAMG
318
CWA Asset Management Group
Florida
$274K -$128K -5,115 -32%
AAS
319
Asset Allocation Strategies
Michigan
$274K -$16.6K -665 -6%
MWM
320
Modern Wealth Management
Kansas
$273K -$12.4K -497 -4%
CBA
321
Coastal Bridge Advisors
Connecticut
$271K +$14.8K +593 +6%
CIA
322
Concurrent Investment Advisors
Florida
$269K +$269K +10,751 New
GRP
323
Global Retirement Partners
California
$269K +$269K +10,745 New
LGA
324
Lebenthal Global Advisors
New York
$265K +$265K +10,585 New
BC
325
Bulwark Capital
Florida
$256K +$256K +10,216 New
11 12
13
14 15