SCHR icon

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 %
MFC
426
Morris Financial Concepts
South Carolina
$1.44K – – –
SL
427
Salomon & Ludwin
Virginia
$1.24K – – –
BA
428
Ballast Advisors
Minnesota
$1.14K – – –
Simplex Trading
429
Simplex Trading
Illinois
$1K +$1K +76 New
RWM
430
Rialto Wealth Management
New York
$746 – – –
SRCM
431
Signature Resources Capital Management
California
$721 – – –
CSC
432
Caldwell Sutter Capital
California
$547 – – –
FWP
433
FAS Wealth Partners
Kansas
$493 – – –
LWMI
434
Legacy Wealth Management (Idaho)
Idaho
$349 +$349 +14 New
Allspring Global Investments
435
Allspring Global Investments
North Carolina
– -$29.2M -1,202,032 Closed
SIA
436
SeaBridge Investment Advisors
New Jersey
– -$27.2M -1,120,329 Closed
LA
437
LexAurum Advisors
Kansas
– -$5.08M -209,296 Closed
AC
438
Asio Capital
Kentucky
– -$4.37M -180,014 Closed
JSA
439
Jacobson & Schmitt Advisors
Wisconsin
– -$3.72M -152,971 Closed
OCG
440
Opus Capital Group
Ohio
– -$2.27M -93,326 Closed
TPW
441
Transatlantique Private Wealth
New York
– -$2.06M -84,843 Closed
Thrivent Financial for Lutherans
442
Thrivent Financial for Lutherans
Minnesota
– -$602K -24,803 Closed
CFGS
443
Concourse Financial Group Securities
Alabama
– -$468K -19,261 Closed
IC
444
IEQ Capital
California
– -$287K -11,832 Closed
AC
445
Apella Capital
Connecticut
– -$271K -11,151 Closed
FTUS
446
Flow Traders U.S.
New York
– -$245K -10,078 Closed
PA
447
Pineridge Advisors
Missouri
– -$220K -9,054 Closed
AA
448
AlphaQ Advisors
Florida
– -$207K -8,541 Closed
ACG
449
Allen Capital Group
Nebraska
– -$203K -8,373 Closed
ATPW
450
Ashton Thomas Private Wealth
Arizona
– -$202K -8,312 Closed
15 16 17
18
19