SCHR icon

Schwab Intermediately-Term US Treasury ETF

454 hedge funds and large institutions have $9.16B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 144 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$94.4M
2 +$59.4M
3 +$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1 -$21.9M
2 -$21.9M
3 -$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
Change in
Stake
GRP
326
Global Retirement Partners
California
$269K
LGA
327
Lebenthal Global Advisors
New York
$265K
BC
328
Bulwark Capital
Florida
$256K
HNB
329
Huntington National Bank
Ohio
$255K
WPA
330
West Paces Advisors
Georgia
$254K
CFGW
331
Chancellor Financial Group WB
Pennsylvania
$252K
CAC
332
Certified Advisory Corp
Florida
$251K
OCM
333
Orleans Capital Management
Louisiana
$250K
OIA
334
OneDigital Investment Advisors
Kansas
$249K
WTA
335
Washington Trust Advisors
Massachusetts
$245K
Kovitz Investment Group Partners
336
Kovitz Investment Group Partners
Illinois
$240K
BCI
337
Brinker Capital Investments
Pennsylvania
$238K
SF
338
Seek First
California
$236K
WA
339
WBH Advisory
Maryland
$235K
LIA
340
LBMC Investment Advisors
Tennessee
$230K
AO
341
Advisor OS
Illinois
$230K
SB
342
Strategic Blueprint
Georgia
$226K
DWM
343
Destination Wealth Management
California
$224K
MIA
344
Milestone Investment Advisors
Wisconsin
$223K
FPWM
345
FSB Premier Wealth Management
Iowa
$220K
LA
346
Lifeworks Advisors
Michigan
$217K
TPA
347
Trivium Point Advisory
Connecticut
$217K
VST
348
Van Strum & Towne
California
$217K
CFG
349
Chapman Financial Group
Hawaii
$210K
BWM
350
BCS Wealth Management
Tennessee
$209K