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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 %
FRA
401
Front Row Advisors
California
$7.46K – – –
BWM
402
Bernard Wealth Management
Michigan
$7.06K +$7.06K +284 New
GWANC
403
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.76K +$6.61K +266 +4,433%
CIA
404
Cape Investment Advisory
Georgia
$6.71K – – –
FF
405
Friedenthal Financial
New Jersey
$5.74K – – –
WAG
406
Wiser Advisor Group
Arizona
$5.69K +$124 +5 +2%
Qube Research & Technologies (QRT)
407
Qube Research & Technologies (QRT)
United Kingdom
$5.02K – – –
IRC
408
Investors Research Corp
Georgia
$4.92K -$895 -36 -15%
CFFP
409
Center for Financial Planning
Michigan
$4.65K +$4.65K +187 New
IAS
410
IMA Advisory Services
Colorado
$4.57K +$4.57K +184 New
PP
411
Pacifica Partners
Canada
$4.51K – – –
GWM
412
Graybill Wealth Management
Illinois
$4.23K +$4.23K +170 New
KFI
413
Key Financial Inc
Pennsylvania
$4.1K +$1.67K +67 +68%
WTC
414
WhitTier Trust Company
Nevada
$3.93K – – –
AC
415
AlphaCore Capital
California
$3.58K -$994 -40 -22%
MEG
416
Millstone Evans Group
Colorado
$3.38K – – –
BLC
417
Brown, Lisle/Cummings
Rhode Island
$2.88K – – –
FGAM
418
Financial Gravity Asset Management
Texas
$2.78K +$2.78K +112 New
FMP
419
Financial Management Professionals
Texas
$2.74K – – –
RIL
420
Rothschild Investment LLC
Illinois
$2.64K +$249 +10 +10%
SC
421
SouthState Corp
Florida
$2.59K +$2.59K +104 New
WWM
422
Wagner Wealth Management
South Carolina
$2.29K +$149 +6 +7%
BAM
423
Bellevue Asset Management
Washington
$2.14K – – –
PC
424
Promus Capital
Illinois
$1.99K – – –
KWM
425
Kiker Wealth Management
Georgia
$1.94K +$1.94K +78 New
15 16
17
18 19