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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
FPWM
376
FSB Premier Wealth Management
Iowa
$206K -$30.6K -1,216 -13%
OSAM
377
O'Shaughnessy Asset Management
Connecticut
$205K +$5.18K +206 +3%
G
378
GenTrust
Florida
$204K
GSF
379
Grove Street Fiduciary
New Hampshire
$203K
ACG
380
Allen Capital Group
Nebraska
$202K +$203K +8,056 New
US Bancorp
381
US Bancorp
Minnesota
$200K +$4.83K +192 +2%
MCM
382
MAI Capital Management
Ohio
$193K +$41.1K +1,634 +27%
CIAS
383
Capital Investment Advisory Services
North Carolina
$186K +$134K +5,313 +252%
JWCA
384
J.W. Cole Advisors
Florida
$162K -$75 -3 -0%
CJ
385
Caitlin John
Michigan
$156K
HNB
386
Huntington National Bank
Ohio
$155K
OP
387
ORG Partners
Indiana
$153K
DCM
388
Dorato Capital Management
Colorado
$148K +$148K +5,871 New
SAM
389
Smartleaf Asset Management
Massachusetts
$147K +$3.42K +136 +2%
PWMG
390
Private Wealth Management Group
New Jersey
$142K -$25.9K -1,030 -15%
IAIM
391
International Assets Investment Management
Florida
$142K +$143K +5,663 New
ATS
392
Ashton Thomas Securities
New York
$141K +$11.8K +468 +9%
HR
393
Howe & Rusling
New York
$132K -$80.1K -3,184 -38%
CIBC Private Wealth Group
394
CIBC Private Wealth Group
Georgia
$122K -$153K -6,086 -55%
WOSD
395
WFA of San Diego
California
$119K
MIA
396
Milestone Investment Advisors
Wisconsin
$109K -$88.8K -3,529 -45%
AIC
397
Archer Investment Corporation
Indiana
$102K +$25 +1 +0%
BIM
398
Breakwater Investment Management
Washington
$98.5K -$9.31K -370 -9%
SAG
399
SageView Advisory Group
California
$86.2K +$86.4K +3,435 New
AA
400
Ancora Advisors
Ohio
$85.4K +$85.7K +3,404 New