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SCHR

Schwab Intermediately-Term US Treasury ETF

508 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 230 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 36

69% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 136

6% more funds holding

Funds holding: 481508 (+27)

4% more capital invested

Capital invested by funds: $9.97B → $10.4B (+$419M)

0.89% less ownership

Funds ownership: 82.09%81.2% (-0.89%)

4% less funds holding in top 10

Funds holding in top 10: 4745 (-2)

Holders
508
Holders Change
+27
Holders Change %
+5.61%
% of All Funds
6.26%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.55%
New
74
Increased
230
Reduced
136
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
301
World Investment Advisors
California
$484K +$48.7K +1,945 +11%
MA
302
Mutual Advisors
Nebraska
$481K -$2.76K -110 -0.6%
CFA
303
Churchill Financial Advisors
Kentucky
$466K +$90.5K +3,609 +24%
AIA
304
Accelerate Investment Advisors
California
$465K +$8.87K +354 +2%
SCA
305
Snowden Capital Advisors
New York
$464K +$467K +18,639 New
PCWA
306
Pacific Capital Wealth Advisors
California
$448K
CAL
307
Capital Analysts LLC
Pennsylvania
$444K +$27.3K +1,088 +7%
PA
308
PFG Advisors
Arizona
$444K +$5.41K +216 +1%
MWM
309
MBE Wealth Management
Wisconsin
$443K -$119K -4,742 -21%
SAW
310
Signal Advisors Wealth
Michigan
$432K +$434K +17,327 New
RF
311
rebel Financial
Ohio
$429K +$44.2K +1,762 +11%
LWL
312
Leo Wealth LLC
Texas
$424K +$427K +17,037 New
US Bancorp
313
US Bancorp
Minnesota
$417K +$220K +8,781 +110%
WAM
314
WNY Asset Management
New York
$406K +$408K +16,288 New
IAN
315
Integrated Advisors Network
Texas
$406K -$9.78K -390 -2%
SPC
316
Sigma Planning Corp
Michigan
$403K -$148K -5,912 -27%
TS
317
TradeWell Securities
Indiana
$400K +$403K +16,079 New
NFW
318
Noble Family Wealth
Florida
$398K -$78K -3,111 -16%
JESC
319
J.E. Simmons & Co
Texas
$397K -$28.6K -1,140 -7%
RA
320
RFG Advisory
Alabama
$387K -$5.56K -222 -1%
FA
321
FC Advisory
Pennsylvania
$381K +$1.83K +73 +0.5%
CD
322
Chapin Davis
Maryland
$373K
NA
323
Note Advisors
New York
$373K
FPAS
324
Focus Partners Advisor Solutions
Missouri
$370K +$54.2K +2,164 +17%
CCM
325
Compass Capital Management
Minnesota
$369K -$32.5K -1,295 -8%