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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

434 hedge funds and large institutions have $8.82B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 201 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+12
Holders Change %
+2.84%
% of All Funds
5.9%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.57%
New
65
Increased
201
Reduced
126
Closed
38
Calls
$22K
Puts
$76K
Net Calls
-$54K
Net Calls Change
-$120K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$65.5M
2
Charles Schwab
Charles Schwab
California
+$54M
3
AssetMark Inc
AssetMark Inc
California
+$37.9M
4
HPA
High Probability Advisors
New York
+$18.7M
5
AA
Advisory Alpha
Michigan
+$17.6M

Top Sellers

1
GP
Greenline Partners
New York
-$889M
2
Bank of America
Bank of America
North Carolina
-$126M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$29.2M
4
SIA
SeaBridge Investment Advisors
New Jersey
-$27.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
351
Fidelity Investments
Massachusetts
$156K +$68.7K +2,763 +79%
OP
352
ORG Partners
Indiana
$151K – – –
MCM
353
MAI Capital Management
Ohio
$144K +$9.32K +375 +7%
GWM
354
Geneos Wealth Management
Colorado
$137K +$124K +4,970 +948%
DJSG
355
D.J. St. Germain
Massachusetts
$131K +$131K +5,278 New
CIBC Private Wealth Group
356
CIBC Private Wealth Group
Georgia
$127K +$112K +4,520 +757%
NS
357
NBC Securities
Alabama
$127K +$127K +5,120 +128,000%
GC
358
Garde Capital
Washington
$120K +$120K +4,836 New
PPA
359
Painted Porch Advisors
California
$113K +$5.72K +230 +5%
AIC
360
Archer Investment Corporation
Indiana
$108K -$17.6K -707 -14%
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
$107K +$107K +4,298 New
BIM
362
Breakwater Investment Management
Washington
$107K -$1.44K -58 -1%
ACA
363
Aptus Capital Advisors
Alabama
$105K -$69.5K -2,796 -40%
RF
364
Rossby Financial
Florida
$93K +$93K +3,738 New
AG
365
AmeriFlex Group
Nevada
$86.1K +$224 +9 +0.3%
HDIM
366
Hanson & Doremus Investment Management
Vermont
$86K +$974 +39 +1%
BFPW
367
BOK Financial Private Wealth
Colorado
$71.8K – – –
NB
368
NBT Bank
New York
$71.5K -$9.94K -400 -12%
AF
369
Advisornet Financial
Minnesota
$66.1K +$46.2K +1,860 +233%
TCM
370
Tradewinds Capital Management
Washington
$65.5K -$50 -2 -0.1%
HI
371
Harbour Investments
Wisconsin
$62.8K +$22.3K +896 +55%
BA
372
Bristlecone Advisors
Washington
$58K +$3.83K +154 +7%
PNC Financial Services Group
373
PNC Financial Services Group
Pennsylvania
$56.7K -$15.3K -615 -21%
OPTFSNA
374
Old Point Trust & Financial Services N A
Virginia
$47K +$32.8K +1,320 +232%
CA
375
Continuum Advisory
Idaho
$46K +$44.6K +1,794 +3,093%
13 14
15
16 17