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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

473 hedge funds and large institutions have $9.56B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 223 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 120

39% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 46

2% more funds holding

Funds holding: 462 → 473 (+11)

2% more funds holding in top 10

Funds holding in top 10: 45 → 46 (+1)

4% more capital invested

Capital invested by funds: $9.17B → $9.56B (+$391M)

0.86% less ownership

Funds ownership: 84.08% → 83.22% (-0.86%)

Holders
473
Holders Change
+11
Holders Change %
+2.38%
% of All Funds
6.21%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.6%
New
64
Increased
223
Reduced
120
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$161M
2
Ameriprise
Ameriprise
Minnesota
+$36.2M
3
Cerity Partners
Cerity Partners
New York
+$30.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.1M
5
ETC
Exchange Traded Concepts
Oklahoma
+$25.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$69.5M
2
AssetMark Inc
AssetMark Inc
California
-$36.5M
3
ACM
AlphaStar Capital Management
North Carolina
-$21.4M
4
EF
Empowered Funds
Pennsylvania
-$12.7M
5
ODA
One Degree Advisors
California
-$6.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
$276K +$257K +10,274 +1,483%
Fidelity Investments
327
Fidelity Investments
Massachusetts
$274K -$145K -5,820 -35%
MWM
328
Modern Wealth Management
Kansas
$268K -$5.55K -222 -2%
VFS
329
Valpey Financial Services
New Hampshire
$258K +$257K +10,284 New
OIA
330
OneDigital Investment Advisors
Kansas
$255K +$5.05K +202 +2%
MKA
331
M. Kulyk & Associates
Georgia
$255K -$44.3K -1,774 -15%
WPA
332
West Paces Advisors
Georgia
$255K – – –
ATPW
333
Ashton Thomas Private Wealth
Arizona
$253K -$85.2K -3,411 -25%
CFGW
334
Chancellor Financial Group WB
Pennsylvania
$253K +$100 +4 +0%
CAC
335
Certified Advisory Corp
Florida
$252K – – –
OCM
336
Orleans Capital Management
Louisiana
$251K – – –
IAS
337
Integrity Advisory Solutions
Texas
$249K +$248K +9,924 New
M1FG
338
Mach-1 Financial Group
Arkansas
$249K +$248K +9,924 New
AO
339
Advisor OS
Illinois
$247K +$16.7K +668 +7%
WTA
340
Washington Trust Advisors
Massachusetts
$246K – – –
BFA
341
Bragg Financial Advisors
North Carolina
$242K +$240K +9,621 New
Kovitz Investment Group Partners
342
Kovitz Investment Group Partners
Illinois
$241K – – –
BC
343
Bulwark Capital
Florida
$240K -$16.7K -670 -7%
SF
344
Seek First
California
$239K +$2.25K +90 +1%
Rockefeller Capital Management
345
Rockefeller Capital Management
New York
$238K +$237K +9,488 New
FPWM
346
FSB Premier Wealth Management
Iowa
$237K +$16.1K +646 +7%
CPIG
347
Chicago Partners Investment Group
Illinois
$237K +$234K +9,376 New
BCI
348
Brinker Capital Investments
Pennsylvania
$237K -$1.8K -72 -0.8%
KF
349
Krilogy Financial
Missouri
$235K +$235K +9,399 New
CAMG
350
CWA Asset Management Group
Florida
$233K -$42.2K -1,687 -15%
12 13
14
15 16

SCHR Hedge Fund Activity: Q3 2025 in Review

473 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q3 2025, worth a combined $9.56B — up 4.3% from $9.17B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SCHR positions and 46 closed out — a net gain of 18 holders — while 223 added to existing stakes and 120 trimmed.

The largest buyer was Charles Schwab, adding an estimated $161M. The largest seller was Royal Bank of Canada, cutting an estimated $69.5M.

  • 473 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q3 2025, up from 462 in Q2 2025.
  • Funds reported $9.56B of Schwab Intermediately-Term US Treasury ETF stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 64 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q3 2025 and 46 closed out, a net change of +18 holders.
  • The largest Schwab Intermediately-Term US Treasury ETF buyer in Q3 2025 was Charles Schwab, an estimated $161M added.
  • The largest Schwab Intermediately-Term US Treasury ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2025.