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SCHR

Schwab Intermediately-Term US Treasury ETF

508 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 230 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 36

69% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 136

6% more funds holding

Funds holding: 481508 (+27)

4% more capital invested

Capital invested by funds: $9.97B → $10.4B (+$419M)

0.89% less ownership

Funds ownership: 82.09%81.2% (-0.89%)

4% less funds holding in top 10

Funds holding in top 10: 4745 (-2)

Holders
508
Holders Change
+27
Holders Change %
+5.61%
% of All Funds
6.26%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.55%
New
74
Increased
230
Reduced
136
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAIC
326
Lederer & Associates Investment Counsel
California
$362K +$3.38K +135 +0.9%
SPW
327
Sonoma Private Wealth
California
$360K -$1.01M -40,446 -74%
RI
328
Rinkey Investments
California
$355K -$31.1K -1,242 -8%
CAC
329
Certified Advisory Corp
Florida
$352K +$85.7K +3,419 +32%
EFG
330
Ethos Financial Group
Pennsylvania
$345K -$1.53M -60,899 -81%
CMP
331
Coston McIsaac & Partners
Maine
$338K +$276 +11 +0.1%
SB
332
Strategic Blueprint
Georgia
$333K +$9.5K +379 +3%
KWM
333
Kingsview Wealth Management
Oregon
$332K -$103K -4,126 -24%
MM
334
Meridian Management
Arkansas
$330K -$295K -11,777 -47%
CBA
335
Coastal Bridge Advisors
Connecticut
$321K +$11.6K +463 +4%
VFS
336
Valpey Financial Services
New Hampshire
$319K +$602 +24 +0.2%
PNC Financial Services Group
337
PNC Financial Services Group
Pennsylvania
$314K +$30.7K +1,223 +11%
LAM
338
L2 Asset Management
Massachusetts
$313K +$927 +37 +0.3%
SW
339
Simplicity Wealth
New Jersey
$310K -$788K -31,424 -72%
JIC
340
Johnson Investment Counsel
Ohio
$297K +$299K +11,912 New
BPW
341
BLVD Private Wealth
Kentucky
$294K -$5.61M -223,813 -95%
QCM
342
Quantinno Capital Management
New York
$293K +$47.8K +1,907 +19%
BSB
343
Bangor Savings Bank
Maine
$292K -$122K -4,870 -29%
P
344
&Partners
Tennessee
$289K +$307K +12,255 New
AAS
345
Asset Allocation Strategies
Michigan
$289K +$10.5K +419 +4%
EAM
346
Evanson Asset Management
California
$284K +$1.83K +73 +0.6%
RC
347
Roundview Capital
New Jersey
$282K -$40.1K -1,600 -12%
BCI
348
Brinker Capital Investments
Pennsylvania
$282K -$90.6K -3,613 -24%
ACG
349
Allen Capital Group
Nebraska
$281K +$81.3K +3,243 +40%
Citigroup
350
Citigroup
New York
$281K +$50.3K +2,006 +22%