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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 %
CA
351
Claro Advisors
Massachusetts
$207K -$113K -4,497 -35%
G
352
GenTrust
Florida
$204K – – –
BCWM
353
Bartlett & Co Wealth Management
Ohio
$203K -$499K -19,925 -71%
GSF
354
Grove Street Fiduciary
New Hampshire
$202K – – –
ATS
355
Ashton Thomas Securities
New York
$192K -$66K -2,635 -26%
US Bancorp
356
US Bancorp
Minnesota
$181K +$14.8K +593 +9%
PWMG
357
Private Wealth Management Group
New Jersey
$168K – – –
OP
358
ORG Partners
Indiana
$152K – – –
MCM
359
MAI Capital Management
Ohio
$140K -$4.73K -189 -3%
GC
360
Garde Capital
Washington
$121K – – –
SAM
361
Smartleaf Asset Management
Massachusetts
$119K -$81.6K -3,269 -41%
WOSD
362
WFA of San Diego
California
$118K +$118K +4,730 New
SPIA
363
Steward Partners Investment Advisory
New York
$112K -$100K -4,001 -47%
AIC
364
Archer Investment Corporation
Indiana
$109K +$25 +1 +0%
PPA
365
Painted Porch Advisors
California
$108K -$5.76K -230 -5%
BIM
366
Breakwater Investment Management
Washington
$108K – – –
CIAS
367
Capital Investment Advisory Services
North Carolina
$92.8K +$80.1K +3,200 +632%
HDIM
368
Hanson & Doremus Investment Management
Vermont
$86K – – –
RF
369
Rossby Financial
Florida
$85.9K -$7.66K -306 -8%
QWM
370
Quaker Wealth Management
New Jersey
$76.4K +$76.4K +3,054 New
NB
371
NBT Bank
New York
$72K – – –
AG
372
AmeriFlex Group
Nevada
$71.1K -$15.5K -621 -18%
ACA
373
Aptus Capital Advisors
Alabama
$69.7K -$36.4K -1,455 -34%
TCM
374
Tradewinds Capital Management
Washington
$66K – – –
HI
375
Harbour Investments
Wisconsin
$65.5K +$2.23K +89 +4%
13 14
15
16 17