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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 %
BMM
376
Berkshire Money Management
Massachusetts
$64.8K +$64.8K +2,587 New
POIA
377
Pin Oak Investment Advisors
Texas
$62K +$62K +2,513 New
PNC Financial Services Group
378
PNC Financial Services Group
Pennsylvania
$54.7K -$2.4K -96 -4%
AF
379
Advisornet Financial
Minnesota
$54K -$12.5K -501 -19%
GWM
380
Geneos Wealth Management
Colorado
$48.9K -$88.6K -3,539 -64%
BA
381
Bristlecone Advisors
Washington
$46.6K -$11.9K -474 -20%
TSMHT
382
Thurston Springer Miller Herd & Titak
Indiana
$44K +$44K +1,758 New
NP
383
NorthRock Partners
Minnesota
$43.4K +$401 +16 +0.9%
RWPA
384
Richard W. Paul & Associates
Michigan
$43.1K – – –
VNA
385
Valley National Advisers
Pennsylvania
$42K – – –
HI
386
Hoey Investments
Pennsylvania
$36.6K +$36.6K +1,463 New
RBC
387
Roble Belko & Company
Pennsylvania
$36K – – –
MHR
388
Matthew Hamilton Rosenberg
$34.4K – – –
BTI
389
Blue Trust Inc
Georgia
$31.2K – – –
AAG
390
Armstrong Advisory Group
Massachusetts
$30.3K -$3.08K -123 -9%
KSB
391
Kennebec Savings Bank
Maine
$25.7K -$350 -14 -1%
RA
392
Rise Advisors
New York
$22K +$1.08K +43 +5%
MA
393
MCF Advisors
Kentucky
$21.9K -$8.81K -352 -29%
OPTFSNA
394
Old Point Trust & Financial Services N A
Virginia
$17.5K -$29.8K -1,190 -63%
PIP
395
Peachtree Investment Partners
Florida
$17.5K – – –
CIBC Private Wealth Group
396
CIBC Private Wealth Group
Georgia
$17.3K -$111K -4,424 -86%
T
397
Transce3nd
Texas
$15.7K -$14.9K -594 -49%
LBC
398
Lowe Brockenbrough & Co
Virginia
$14.8K +$14.8K +590 New
VEA
399
Virtus ETF Advisers
New York
$14.7K +$14.7K +587 New
Fifth Third Bancorp
400
Fifth Third Bancorp
Ohio
$13.6K -$94K -3,756 -87%
14 15
16
17 18