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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
RF
401
Rossby Financial
Florida
$84.9K +$856 +34 +1%
RDFA
402
Ritter Daniher Financial Advisory
Ohio
$84.5K +$84.7K +3,367 New
KFP
403
Kerr Financial Planning
California
$82.5K +$41.4K +1,645 +100%
SA
404
Strategic Advocates
Utah
$79.5K +$830 +33 +1%
W
405
WealthCollab
Washington
$79.1K +$79.4K +3,155 New
HI
406
Harbour Investments
Wisconsin
$75.4K -$2.06K -82 -3%
PP
407
PFS Partners
New Jersey
$74.1K
CBT
408
Crews Bank & Trust
Florida
$67.4K -$805 -32 -1%
POIA
409
Pin Oak Investment Advisors
Texas
$63K
BCWM
410
Bartlett & Co Wealth Management
Ohio
$61.3K -$151K -6,016 -71%
ACA
411
Aptus Capital Advisors
Alabama
$58.4K -$101K -4,015 -63%
SWM
412
SHP Wealth Management
Massachusetts
$53.9K +$54.1K +2,148 New
AF
413
Advisornet Financial
Minnesota
$51.7K -$9.84K -391 -16%
GWM
414
Geneos Wealth Management
Colorado
$49.3K +$1.94K +77 +4%
SPIA
415
Steward Partners Investment Advisory
New York
$48.6K +$9.89K +393 +25%
FHA
416
Flagship Harbor Advisors
Massachusetts
$45.5K +$45.7K +1,815 New
VNA
417
Valley National Advisers
Pennsylvania
$42K -$3.12K -124 -7%
GM
418
GeoWealth Management
Illinois
$41.1K +$7.37K +293 +22%
BTI
419
Blue Trust Inc
Georgia
$40.7K +$9.46K +376 +30%
KFI
420
Key Financial Inc
Pennsylvania
$37.5K +$33.5K +1,331 +807%
RBC
421
Roble Belko & Company
Pennsylvania
$37K
HI
422
Hoey Investments
Pennsylvania
$36.7K
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
$35.5K +$22K +875 +161%
MHR
424
Matthew Hamilton Rosenberg
$34.4K
TCM
425
Triumph Capital Management
Colorado
$34.4K +$34.5K +1,371 New