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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
Citigroup
351
Citigroup
New York
$230K -$191K -7,650 -46%
HSA
352
HBK Sorce Advisory
Pennsylvania
$228K +$226K +9,034 New
BWM
353
BCS Wealth Management
Tennessee
$226K +$16.7K +667 +8%
JWBC
354
John W. Brooker & Co
California
$225K +$224K +8,970 New
P
355
&Partners
Tennessee
$225K +$224K +8,962 New
TPA
356
Trivium Point Advisory
Connecticut
$222K +$4.25K +170 +2%
LA
357
Lifeworks Advisors
Michigan
$218K -$150 -6 -0.1%
VST
358
Van Strum & Towne
California
$217K – – –
HR
359
Howe & Rusling
New York
$213K -$109K -4,378 -34%
BCWM
360
Bartlett & Co Wealth Management
Ohio
$213K +$8.5K +340 +4%
CIAS
361
CFS Investment Advisory Services
New Jersey
$210K – – –
AIM
362
Acropolis Investment Management
Missouri
$209K – – –
UCFA
363
United Capital Financial Advisors
Texas
$208K +$207K +8,295 New
G
364
GenTrust
Florida
$205K – – –
GSF
365
Grove Street Fiduciary
New Hampshire
$203K – – –
FF
366
Farrow Financial
Vermont
$201K +$200K +8,015 New
NP
367
NorthRock Partners
Minnesota
$201K +$199K +7,983 New
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$200K +$199K +7,965 +113,786%
CFG
369
Chapman Financial Group
Hawaii
$198K -$12.8K -511 -6%
MIA
370
Milestone Investment Advisors
Wisconsin
$198K -$26K -1,041 -12%
US Bancorp
371
US Bancorp
Minnesota
$196K +$14.2K +569 +8%
GRP
372
Global Retirement Partners
California
$178K -$91.5K -3,660 -34%
HNB
373
Huntington National Bank
Ohio
$171K – – –
PWMG
374
Private Wealth Management Group
New Jersey
$169K – – –
ACA
375
Aptus Capital Advisors
Alabama
$159K +$88.9K +3,559 +128%
13 14
15
16 17

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.