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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 %
SF
326
Seek First
California
$232K +$232K +9,330 New
LIA
327
LBMC Investment Advisors
Tennessee
$228K -$3.28K -132 -1%
RF
328
RHS Financial
California
$224K -$101K -4,044 -31%
MIA
329
Milestone Investment Advisors
Wisconsin
$222K – – –
PWM
330
Purus Wealth Management
California
$221K +$7.09K +285 +3%
FPWM
331
FSB Premier Wealth Management
Iowa
$220K +$3.26K +131 +2%
EWA
332
EP Wealth Advisors
California
$220K +$220K +8,846 New
LA
333
Lifeworks Advisors
Michigan
$219K +$11.4K +460 +6%
CIAS
334
CFS Investment Advisory Services
New Jersey
$218K +$8.19K +329 +4%
XT
335
XTX Topco
Cayman Islands
$215K +$215K +8,645 New
HR
336
Howe & Rusling
New York
$212K +$200K +8,065 +1,684%
SPIA
337
Steward Partners Investment Advisory
New York
$211K +$74.2K +2,985 +54%
BWM
338
BCS Wealth Management
Tennessee
$205K -$22.4K -901 -10%
IA
339
Integrity Alliance
Iowa
$205K +$205K +8,245 New
IAIM
340
International Assets Investment Management
Florida
$204K +$204K +8,207 New
WFA
341
Wade Financial Advisory
California
$204K -$5.89K -237 -3%
G
342
GenTrust
Florida
$203K +$203K +8,150 New
AIM
343
Acropolis Investment Management
Missouri
$202K – – –
GSF
344
Grove Street Fiduciary
New Hampshire
$201K +$201K +8,085 New
VST
345
Van Strum & Towne
California
$200K +$200K +8,050 New
SAM
346
Smartleaf Asset Management
Massachusetts
$200K +$79.3K +3,195 +66%
CCM
347
Coldstream Capital Management
Washington
$194K +$194K +7,795 New
AWM
348
AE Wealth Management
Kansas
$184K -$38.2K -1,537 -17%
PWMG
349
Private Wealth Management Group
New Jersey
$167K +$2.24K +90 +1%
US Bancorp
350
US Bancorp
Minnesota
$165K +$75.4K +3,032 +84%
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