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SCHR

Schwab Intermediately-Term US Treasury ETF

482 hedge funds and large institutions have $9.97B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 239 increasing their positions, 122 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 122

43% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 46

2% more funds holding

Funds holding: 471482 (+11)

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

4% more capital invested

Capital invested by funds: $9.56B → $9.97B (+$417M)

1.12% less ownership

Funds ownership: 83.21%82.09% (-1.1%)

Holders
482
Holders Change
+11
Holders Change %
+2.34%
% of All Funds
5.86%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.57%
New
66
Increased
239
Reduced
122
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
301
BCS Wealth Management
Tennessee
$456K +$231K +9,182 +102%
PCWA
302
Pacific Capital Wealth Advisors
California
$451K
EFN
303
Equita Financial Network
Pennsylvania
$451K -$12.7K -506 -3%
Truist Financial
304
Truist Financial
North Carolina
$448K -$19.6K -777 -4%
PA
305
PFG Advisors
Arizona
$442K +$13.2K +523 +3%
WIA
306
World Investment Advisors
California
$439K +$441K +17,504 New
KWM
307
Kingsview Wealth Management
Oregon
$438K -$1.97M -78,275 -82%
LFG
308
Larson Financial Group
Missouri
$432K -$20.9K -830 -5%
JESC
309
J.E. Simmons & Co
Texas
$428K +$430K +17,073 New
PFA
310
Portland Financial Advisors
New York
$422K +$1.01K +40 +0.2%
CAL
311
Capital Analysts LLC
Pennsylvania
$419K +$2.34K +93 +0.6%
IAN
312
Integrated Advisors Network
Texas
$418K -$7.12K -283 -2%
BSB
313
Bangor Savings Bank
Maine
$416K -$70K -2,782 -14%
CCM
314
Compass Capital Management
Minnesota
$404K +$1.91K +76 +0.5%
RA
315
RFG Advisory
Alabama
$395K +$47.6K +1,893 +14%
LNWTC
316
Laird Norton Wetherby Trust Company
Washington
$392K +$72K +2,862 +22%
UBS AM
317
UBS AM
Illinois
$389K +$391K +15,523 New
RI
318
Rinkey Investments
California
$389K -$377 -15 -0.1%
RF
319
rebel Financial
Ohio
$388K +$389K +15,473 New
FA
320
FC Advisory
Pennsylvania
$382K +$3.55K +141 +0.9%
CFA
321
Churchill Financial Advisors
Kentucky
$378K +$380K +15,081 New
CD
322
Chapin Davis
Maryland
$376K
NA
323
Note Advisors
New York
$374K
BCI
324
Brinker Capital Investments
Pennsylvania
$374K +$138K +5,502 +58%
LAIC
325
Lederer & Associates Investment Counsel
California
$361K +$6.07K +241 +2%