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SCHR

Schwab Intermediately-Term US Treasury ETF

481 hedge funds and large institutions have $9.97B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 122 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 122

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

2% more funds holding

Funds holding: 471481 (+10)

4% more capital invested

Capital invested by funds: $9.56B → $9.97B (+$417M)

1.12% less ownership

Funds ownership: 83.21%82.09% (-1.1%)

Holders
481
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
5.85%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.57%
New
65
Increased
239
Reduced
122
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMP
326
Coston McIsaac & Partners
Maine
$340K +$4.23K +168 +1%
CA
327
Claro Advisors
Massachusetts
$333K +$335K +13,295 New
FCB
328
First County Bank
Connecticut
$327K +$9.64K +383 +3%
SB
329
Strategic Blueprint
Georgia
$326K +$7.9K +314 +2%
RC
330
Roundview Capital
New Jersey
$324K
AAM
331
Advisors Asset Management
Colorado
$322K +$169K +6,727 +110%
GRP
332
Global Retirement Partners
California
$321K +$144K +5,705 +81%
VFS
333
Valpey Financial Services
New Hampshire
$321K +$63K +2,505 +24%
FPAS
334
Focus Partners Advisor Solutions
Missouri
$319K -$266K -10,578 -45%
LAM
335
L2 Asset Management
Massachusetts
$315K
CBA
336
Coastal Bridge Advisors
Connecticut
$312K +$3.32K +132 +1%
SA
337
Seneschal Advisors
Washington
$296K +$3.27K +130 +1%
Rockefeller Capital Management
338
Rockefeller Capital Management
New York
$294K +$55.9K +2,220 +23%
TFA
339
Transamerica Financial Advisors
Florida
$290K +$186K +7,378 +177%
PNC Financial Services Group
340
PNC Financial Services Group
Pennsylvania
$285K +$203K +8,078 +244%
EAM
341
Evanson Asset Management
California
$285K +$3.57K +142 +1%
MWM
342
Modern Wealth Management
Kansas
$283K +$15.6K +620 +6%
AAS
343
Asset Allocation Strategies
Michigan
$280K -$39.8K -1,580 -12%
PP
344
Patten & Patten
Tennessee
$279K
I
345
INVST
Indiana
$274K +$275K +10,937 New
AO
346
Advisor OS
Illinois
$273K +$26.3K +1,044 +11%
HWM
347
HB Wealth Management
Georgia
$272K +$273K +10,829 New
CAC
348
Certified Advisory Corp
Florida
$269K +$17.9K +711 +7%
BIP
349
Blueprint Investment Partners
North Carolina
$265K +$266K +10,555 New
IAS
350
Integrity Advisory Solutions
Texas
$260K +$11.6K +459 +5%