We are live on ! Find out more
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
AGC
351
August Group Capital
$258K +$259K +10,273 New
WPA
352
West Paces Advisors
Georgia
$257K +$3.27K +130 +1%
CFGW
353
Chancellor Financial Group WB
Pennsylvania
$253K +$151 +6 +0.1%
OCM
354
Orleans Capital Management
Louisiana
$251K
QCM
355
Quantinno Capital Management
New York
$247K +$248K +9,857 New
RCM
356
RB Capital Management
Nevada
$244K +$244K +9,713 New
ATPW
357
Ashton Thomas Private Wealth
Arizona
$243K -$9.59K -381 -4%
OCA
358
OpenArc Corporate Advisory
Georgia
$242K +$243K +9,658 New
SF
359
Seek First
California
$241K +$2.94K +117 +1%
BC
360
Bulwark Capital
Florida
$239K
VCP
361
Verus Capital Partners
Arizona
$238K +$239K +9,505 New
LA
362
Lifeworks Advisors
Michigan
$236K +$18K +716 +8%
Citigroup
363
Citigroup
New York
$233K +$3.73K +148 +2%
WTA
364
Washington Trust Advisors
Massachusetts
$229K -$15.7K -625 -6%
KF
365
Krilogy Financial
Missouri
$227K -$8.03K -319 -3%
CMAI
366
Capital Management Associates Inc
Minnesota
$225K +$226K +8,967 New
RWM
367
RKL Wealth Management
Pennsylvania
$224K -$209K -8,306 -48%
TPA
368
Trivium Point Advisory
Connecticut
$223K +$1.84K +73 +0.8%
HCM
369
Hollencrest Capital Management
California
$220K -$55.4K -2,203 -20%
OIA
370
OneDigital Investment Advisors
Kansas
$217K -$37.7K -1,498 -15%
CFG
371
Chapman Financial Group
Hawaii
$217K +$19.2K +761 +10%
AWA
372
Arkadios Wealth Advisors
Georgia
$212K +$213K +8,454 New
AFA
373
Amicus Financial Advisors
Texas
$210K +$211K +8,376 New
AIM
374
Acropolis Investment Management
Missouri
$209K
LOWM
375
Laurel Oak Wealth Management
New Jersey
$207K +$208K +8,268 New