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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

449 hedge funds and large institutions have $9.14B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 187 increasing their positions, 141 reducing their positions, and 43 closing their positions.

Holders
449
Holders Change
+16
Holders Change %
+3.7%
% of All Funds
6.03%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
68
Increased
187
Reduced
141
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$559M
2
Charles Schwab
2
Charles Schwab
California
$5.55B
3
ETC
3
Exchange Traded Concepts
Oklahoma
$43.6M
4
Cerity Partners
4
Cerity Partners
New York
$41.4M
5
MFT
5
Moisand Fitzgerald Tamayo
Florida
$81.5M

Top Sellers

1
WCF
1
West Coast Financial
California
$0
2
Ameriprise
2
Ameriprise
Minnesota
$306M
3
FCI
3
Financial Counselors Inc
Kansas
$0
4
NCM
4
Northwest Capital Management
Oregon
$3.94M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8.71M
Name Market Value Shares Shares
Change 		Shares
Change %
FMP
426
Financial Management Professionals
Texas
$2.75K 110 – –
CA
427
Crewe Advisors
Utah
$2.48K 99 +99 New
RAM
428
Riggs Asset Management
Pennsylvania
$2.2K 88 +88 New
BAM
429
Bellevue Asset Management
Washington
$2.15K 86 – –
PC
430
Promus Capital
Illinois
$2K 80 – –
HWP
431
Highline Wealth Partners
California
$1.9K 76 +76 New
PA
432
Parallel Advisors
California
$1.75K 70 -300 -81%
MAWAG
433
Mid-American Wealth Advisory Group
Missouri
$1.75K 70 +70 New
MFC
434
Morris Financial Concepts
South Carolina
$1.45K 58 – –
WWM
435
Wolff Wiese Magana
California
$1.28K 51 +51 New
SL
436
Salomon & Ludwin
Virginia
$1.24K 50 – –
BA
437
Ballast Advisors
Minnesota
$1.15K 46 – –
BBHC
438
Brown Brothers Harriman & Co
New York
$1.15K 46 +46 New
KG
439
Kilter Group
New York
$1.08K 43 +43 New
Simplex Trading
440
Simplex Trading
Illinois
$1K 76 – –
RWM
441
Rialto Wealth Management
New York
$751 30 – –
SRCM
442
Signature Resources Capital Management
California
$726 29 – –
FWP
443
FAS Wealth Partners
Kansas
$501 20 – –
CTC
444
Central Trust Company
Missouri
$476 19 +19 New
SC
445
Solstein Capital
California
$451 18 +18 New
OSAM
446
O'Shaughnessy Asset Management
Connecticut
$175 7 +7 New
WWM
447
Wagner Wealth Management
South Carolina
$154 6 -86 -93%
JFGIW
448
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151 6 +6 New
CTB
449
Country Trust Bank
Illinois
$50 2 +2 New
WCF
450
West Coast Financial
California
– – -1,466,598 Closed
16 17
18
19 20