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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 %
HNB
326
Huntington National Bank
Ohio
$255K -$30.8K – –
WPA
327
West Paces Advisors
Georgia
$254K +$10K +400 +4%
CFGW
328
Chancellor Financial Group WB
Pennsylvania
$252K -$100 -4 -0%
CAC
329
Certified Advisory Corp
Florida
$251K +$250 +10 +0.1%
OCM
330
Orleans Capital Management
Louisiana
$250K -$7.51K -300 -3%
OIA
331
OneDigital Investment Advisors
Kansas
$249K -$94.3K -3,767 -27%
WTA
332
Washington Trust Advisors
Massachusetts
$245K -$5.63K -225 -2%
Kovitz Investment Group Partners
333
Kovitz Investment Group Partners
Illinois
$240K +$240K +9,590 New
BCI
334
Brinker Capital Investments
Pennsylvania
$238K -$1.47M -58,670 -86%
SF
335
Seek First
California
$236K +$2.23K +89 +1%
WA
336
WBH Advisory
Maryland
$235K -$19.8K -793 -8%
LIA
337
LBMC Investment Advisors
Tennessee
$230K – – –
AO
338
Advisor OS
Illinois
$230K +$230K +9,171 New
SB
339
Strategic Blueprint
Georgia
$226K +$226K +9,026 New
DWM
340
Destination Wealth Management
California
$224K +$224K +8,968 New
MIA
341
Milestone Investment Advisors
Wisconsin
$223K – – –
FPWM
342
FSB Premier Wealth Management
Iowa
$220K -$1.5K -60 -0.7%
LA
343
Lifeworks Advisors
Michigan
$217K -$3.33K -133 -2%
TPA
344
Trivium Point Advisory
Connecticut
$217K +$217K +8,656 New
VST
345
Van Strum & Towne
California
$217K +$15K +600 +7%
CFG
346
Chapman Financial Group
Hawaii
$210K +$210K +8,400 New
BWM
347
BCS Wealth Management
Tennessee
$209K +$1.76K +70 +0.8%
AIM
348
Acropolis Investment Management
Missouri
$209K +$5.51K +220 +3%
CIAS
349
CFS Investment Advisory Services
New Jersey
$208K -$11.1K -442 -5%
SWGC
350
Summit Wealth Group (Colorado)
Colorado
$207K +$207K +8,288 New
12 13
14
15 16