SCHR icon

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 %
RWPA
376
Richard W. Paul & Associates
Michigan
$42.8K – – –
NP
377
NorthRock Partners
Minnesota
$42.7K +$273 +11 +0.6%
VNA
378
Valley National Advisers
Pennsylvania
$42K +$42K +1,690 New
FHA
379
First Horizon Advisors
Tennessee
$40.1K +$40.1K +1,612 New
RBC
380
Roble Belko & Company
Pennsylvania
$36K -$92.1K -3,694 -72%
MHR
381
Matthew Hamilton Rosenberg
$34.1K +$33.7K +1,357 +8,481%
AAG
382
Armstrong Advisory Group
Massachusetts
$32.4K – – –
TAM
383
Townsend Asset Management
North Carolina
$32.2K -$597 -24 -2%
BTI
384
Blue Trust Inc
Georgia
$31K -$5.22K -210 -14%
HNB
385
Huntington National Bank
Ohio
$30.8K -$27.7K – –
MA
386
MCF Advisors
Kentucky
$30.5K +$3.98K +160 +15%
T
387
Transce3nd
Texas
$30.4K -$163K -6,540 -84%
KSB
388
Kennebec Savings Bank
Maine
$25.9K +$1.17K +47 +5%
RA
389
Rise Advisors
New York
$20.8K +$124 +5 +0.6%
PIP
390
Peachtree Investment Partners
Florida
$17.4K – – –
CPG
391
Cornerstone Planning Group
New Jersey
$17.2K +$17.2K +696 New
SWIM
392
Smallwood Wealth Investment Management
New Jersey
$16.9K +$16.9K +678 New
MA
393
Montag & Associates
Georgia
$13K +$75 +3 +0.6%
CIAS
394
Capital Investment Advisory Services
North Carolina
$12.6K +$2.49K +100 +25%
ACM
395
Anfield Capital Management
California
$12.2K – – –
MG
396
Mather Group
Illinois
$11.7K – – –
MMCM
397
Murphy & Mullick Capital Management
New York
$11.6K -$3.13K -126 -21%
IHWM
398
Iron Horse Wealth Management
Iowa
$10.1K – – –
PA
399
Parallel Advisors
California
$9.2K +$8.5K +342 +1,221%
MSG
400
Main Street Group
Virginia
$9.1K – – –
14 15
16
17 18