We are live on ! Find out more
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
SA
351
Seneschal Advisors
Washington
$279K -$14.9K -594 -5%
PP
352
Patten & Patten
Tennessee
$277K
LFG
353
Larson Financial Group
Missouri
$269K -$161K -6,425 -37%
WAM
354
Worth Asset Management
Texas
$264K -$275K -10,991 -51%
RCM
355
RB Capital Management
Nevada
$262K +$20.5K +816 +8%
OIA
356
OneDigital Investment Advisors
Kansas
$262K +$46.3K +1,847 +21%
I
357
INVST
Indiana
$258K -$14.3K -572 -5%
PFM
358
Professional Financial Management
Wisconsin
$255K +$256K +10,220 New
LEA
359
Legacy Edge Advisors
New York
$254K +$256K +10,215 New
VCP
360
Verus Capital Partners
Arizona
$252K +$15K +597 +6%
CFGW
361
Chancellor Financial Group WB
Pennsylvania
$251K +$50 +2 +0%
OCM
362
Orleans Capital Management
Louisiana
$249K
TFA
363
Transamerica Financial Advisors
Florida
$244K -$44K -1,754 -15%
PFA
364
Pure Financial Advisors
California
$242K +$243K +9,711 New
ATPW
365
Ashton Thomas Private Wealth
Arizona
$241K -$351 -14 -0.1%
SF
366
Seek First
California
$238K -$1.43K -57 -0.6%
MIA
367
Milestone Investment Advisors
Wisconsin
$237K +$130K +5,182 +119%
CFG
368
Chapman Financial Group
Hawaii
$233K +$17.5K +700 +8%
SWASL
369
Spartan Wealth Advisory Services LLC
Michigan
$229K +$230K +9,179 New
AQR Capital Management
370
AQR Capital Management
Connecticut
$228K +$230K +9,164 New
WTA
371
Washington Trust Advisors
Massachusetts
$227K -$1.25K -50 -0.5%
MCA
372
MSH Capital Advisors
Arizona
$227K +$228K +9,099 New
BWM
373
BCS Wealth Management
Tennessee
$226K -$229K -9,123 -50%
CMAI
374
Capital Management Associates Inc
Minnesota
$223K
CPIG
375
Chicago Partners Investment Group
Illinois
$220K +$222K +8,847 New