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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: 480508 (+28)

4% more capital invested

Capital invested by funds: $9.97B → $10.4B (+$420M)

0.88% less ownership

Funds ownership: 82.09%81.2% (-0.88%)

4% less funds holding in top 10

Funds holding in top 10: 4745 (-2)

Holders
508
Holders Change
+28
Holders Change %
+5.83%
% 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
IAIM
401
International Assets Investment Management
Florida
$143K +$2.28K +91 +2%
PWMG
402
Private Wealth Management Group
New Jersey
$141K
SAM
403
Smartleaf Asset Management
Massachusetts
$140K -$5.61K -224 -4%
ATS
404
Ashton Thomas Securities
New York
$138K -$2.28K -91 -2%
SC
405
SouthState Corp
Florida
$130K +$131K +5,208 New
AIC
406
Archer Investment Corporation
Indiana
$119K +$17.8K +711 +17%
HI
407
Harbour Investments
Wisconsin
$118K +$43.3K +1,728 +57%
WOSD
408
WFA of San Diego
California
$118K
CCWM
409
Cassaday & Co Wealth Management
Virginia
$114K +$115K +4,569 New
SPIA
410
Steward Partners Investment Advisory
New York
$106K +$57.9K +2,312 +119%
AWM
411
AE Wealth Management
Kansas
$102K -$1.74M -69,275 -94%
CMBA
412
C.M. Bidwell & Associates
Hawaii
$98.2K +$98.8K +3,940 New
BIM
413
Breakwater Investment Management
Washington
$97.8K
CIAS
414
Capital Investment Advisory Services
North Carolina
$92.4K -$93K -3,710 -50%
CPG
415
Cornerstone Planning Group
New Jersey
$82.1K +$75.5K +3,012 +975%
RF
416
Rossby Financial
Florida
$81.6K -$2.41K -96 -3%
PP
417
PFS Partners
New Jersey
$73.6K
HR
418
Howe & Rusling
New York
$67.9K -$64K -2,553 -48%
CBT
419
Crews Bank & Trust
Florida
$66.9K
POIA
420
Pin Oak Investment Advisors
Texas
$63K
ACA
421
Aptus Capital Advisors
Alabama
$58K
BCWM
422
Bartlett & Co Wealth Management
Ohio
$56.3K -$4.26K -170 -7%
AF
423
Advisornet Financial
Minnesota
$53.7K +$2.38K +95 +5%
RDFA
424
Ritter Daniher Financial Advisory
Ohio
$49.4K -$34.6K -1,382 -41%
GWM
425
Geneos Wealth Management
Colorado
$48.9K