Schwab Intermediately-Term US Treasury ETF
SCHR
510 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 73 funds opening new positions, 232 increasing their positions, 136 reducing their positions, and 36 closing their positions.
103% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 36
71% more repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 136
6% more funds holding
Funds holding: 483 → 510 (+27)
4% more capital invested
Capital invested by funds: $9.97B → $10.4B (+$420M)
0.88% less ownership
Funds ownership: 82.1% → 81.21% (-0.88%)
4% less funds holding in top 10
Funds holding in top 10: 47 → 45 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$283M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$48.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$30.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$25.5M |
| 5 |
JP Morgan Chase
New York
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$35.5M |
| 2 |
Cerity Partners
New York
|
-$13.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.8M |
| 4 |
MT
Midwest Trust
Overland Park,
Kansas
|
-$11.5M |
| 5 |
AIM
Archer Investment Management
Austin,
Texas
|
-$9.93M |
SCHR Hedge Fund Activity: Q1 2026 in Review
510 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q1 2026, worth a combined $10.4B — up 4.2% from $9.97B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new SCHR positions and 36 closed out — a net gain of 37 holders — while 232 added to existing stakes and 136 trimmed.
The largest buyer was Charles Schwab, adding an estimated $283M. The largest seller was Bouchey Financial Group, exiting entirely with an estimated $35.5M sold.
- 510 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q1 2026, up from 483 in Q4 2025.
- Funds reported $10.4B of Schwab Intermediately-Term US Treasury ETF stock for Q1 2026, up 4.2% quarter-over-quarter.
- 73 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q1 2026 and 36 closed out, a net change of +37 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q1 2026 was Charles Schwab, an estimated $283M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q1 2026 was Bouchey Financial Group, an estimated $35.5M sold.
Based on aggregated 13F filings for Q1 2026.