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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
LWM
376
LongView Wealth Management
Georgia
$220K +$221K +8,820 New
HCM
377
Hollencrest Capital Management
California
$219K
AFA
378
Amicus Financial Advisors
Texas
$217K +$8.42K +336 +4%
MWM
379
Modern Wealth Management
Kansas
$214K -$66.6K -2,656 -24%
Rockefeller Capital Management
380
Rockefeller Capital Management
New York
$213K -$79.6K -3,176 -27%
AIM
381
Archer Investment Management
Texas
$208K -$9.93M -396,226 -98%
AIM
382
Acropolis Investment Management
Missouri
$208K
KF
383
Krilogy Financial
Missouri
$208K -$18.5K -739 -8%
IAS
384
Integrity Advisory Solutions
Texas
$208K -$51.2K -2,043 -20%
NHC
385
Nicholas Hoffman & Company
Georgia
$208K +$209K +8,336 New
LOWM
386
Laurel Oak Wealth Management
New Jersey
$206K +$50 +2 +0%
FPWM
387
FSB Premier Wealth Management
Iowa
$204K -$1.48K -59 -0.7%
AWA
388
Arkadios Wealth Advisors
Georgia
$203K -$7.17K -286 -3%
G
389
GenTrust
Florida
$203K
GSF
390
Grove Street Fiduciary
New Hampshire
$201K
JE
391
Jacobs Equity
Utah
$201K +$202K +8,079 New
GM
392
GeoWealth Management
Illinois
$200K +$160K +6,373 +389%
OSAM
393
O'Shaughnessy Asset Management
Connecticut
$199K -$4.66K -186 -2%
HNB
394
Huntington National Bank
Ohio
$188K
GSEP
395
Golden State Equity Partners
California
$177K +$178K +7,090 New
MCM
396
MAI Capital Management
Ohio
$163K -$29.5K -1,177 -15%
CJ
397
Caitlin John
Michigan
$155K
WPA
398
West Paces Advisors
Georgia
$151K -$106K -4,215 -41%
SA
399
Strategic Advocates
Utah
$149K +$70.7K +2,821 +89%
DCM
400
Dorato Capital Management
Colorado
$146K