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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
CJ
376
Caitlin John
Michigan
$156K +$156K +6,224 New
AAM
377
Advisors Asset Management
Colorado
$153K +$153K +6,107 New
OP
378
ORG Partners
Indiana
$153K – – –
MCM
379
MAI Capital Management
Ohio
$153K +$12.3K +492 +9%
SAM
380
Smartleaf Asset Management
Massachusetts
$143K +$23.1K +924 +19%
AC
381
AlphaCore Capital
California
$137K +$123K +4,930 +911%
ATS
382
Ashton Thomas Securities
New York
$130K -$63K -2,522 -33%
WOSD
383
WFA of San Diego
California
$119K – – –
PPA
384
Painted Porch Advisors
California
$108K – – –
BIM
385
Breakwater Investment Management
Washington
$108K – – –
TFA
386
Transamerica Financial Advisors
Florida
$105K +$104K +4,176 New
AIC
387
Archer Investment Corporation
Indiana
$102K -$7.35K -294 -7%
RF
388
Rossby Financial
Florida
$84.2K -$2K -80 -2%
PNC Financial Services Group
389
PNC Financial Services Group
Pennsylvania
$83.1K +$28K +1,120 +51%
ASN
390
Advisory Services Network
Georgia
$79K +$78.6K +3,144 New
NB
391
NBT Bank
New York
$78.8K -$71.2K -2,851 -99%
SA
392
Strategic Advocates
Utah
$78.7K +$78.2K +3,131 New
HI
393
Harbour Investments
Wisconsin
$77.7K +$11.8K +473 +18%
PP
394
PFS Partners
New Jersey
$74.2K +$73.8K +2,953 New
CBT
395
Crews Bank & Trust
Florida
$68.3K +$67.9K +2,719 New
POIA
396
Pin Oak Investment Advisors
Texas
$63.2K – – –
AF
397
Advisornet Financial
Minnesota
$61.6K +$7.3K +292 +14%
CIAS
398
Capital Investment Advisory Services
North Carolina
$52.9K -$40K -1,600 -43%
GWM
399
Geneos Wealth Management
Colorado
$47.4K -$1.67K -67 -3%
VNA
400
Valley National Advisers
Pennsylvania
$45K +$3.1K +124 +7%
14 15
16
17 18

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.