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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

473 hedge funds and large institutions have $9.56B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 223 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 120

39% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 46

2% more funds holding

Funds holding: 462 → 473 (+11)

2% more funds holding in top 10

Funds holding in top 10: 45 → 46 (+1)

4% more capital invested

Capital invested by funds: $9.17B → $9.56B (+$391M)

0.86% less ownership

Funds ownership: 84.08% → 83.22% (-0.86%)

Holders
473
Holders Change
+11
Holders Change %
+2.38%
% of All Funds
6.21%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.6%
New
64
Increased
223
Reduced
120
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$161M
2
Ameriprise
Ameriprise
Minnesota
+$36.2M
3
Cerity Partners
Cerity Partners
New York
+$30.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.1M
5
ETC
Exchange Traded Concepts
Oklahoma
+$25.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$69.5M
2
AssetMark Inc
AssetMark Inc
California
-$36.5M
3
ACM
AlphaStar Capital Management
North Carolina
-$21.4M
4
EF
Empowered Funds
Pennsylvania
-$12.7M
5
ODA
One Degree Advisors
California
-$6.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
426
Anfield Capital Management
California
$12.3K – – –
MG
427
Mather Group
Illinois
$11.8K +$11.7K +470 New
AP
428
Aspect Partners
Virginia
$11.3K – – –
BI
429
Binnacle Investments
Iowa
$10.8K – – –
GWSG
430
GPS Wealth Strategies Group
Colorado
$10.7K – – –
MWA
431
Medallion Wealth Advisors
Connecticut
$8.17K -$5.6K -224 -41%
MMCM
432
Murphy & Mullick Capital Management
New York
$8.09K -$3.65K -146 -31%
SWP
433
Strategic Wealth Partners
Ohio
$8.09K – – –
FRA
434
Front Row Advisors
California
$7.54K – – –
MSG
435
Main Street Group
Virginia
$6.08K – – –
TAM
436
Townsend Asset Management
North Carolina
$6.08K – – –
FF
437
Friedenthal Financial
New Jersey
$5.93K – – –
Qube Research & Technologies (QRT)
438
Qube Research & Technologies (QRT)
United Kingdom
$5.08K – – –
IRC
439
Investors Research Corp
Georgia
$4.98K – – –
AFWM
440
Abich Financial Wealth Management
Virginia
$4.67K +$4.65K +186 New
IAS
441
IMA Advisory Services
Colorado
$4.62K – – –
PP
442
Pacifica Partners
Canada
$4.52K – – –
WWM
443
Wolff Wiese Magana
California
$4.2K +$2.9K +116 +227%
KFI
444
Key Financial Inc
Pennsylvania
$4.14K – – –
WTC
445
WhitTier Trust Company
Nevada
$3.97K – – –
RIL
446
Rothschild Investment LLC
Illinois
$3.77K – – –
KFA
447
Kelleher Financial Advisors
New York
$3.72K +$3.7K +148 New
WAG
448
Wiser Advisor Group
Arizona
$3.58K +$3.55K +142 New
MEG
449
Millstone Evans Group
Colorado
$3.42K – – –
BLC
450
Brown, Lisle/Cummings
Rhode Island
$2.92K – – –
16 17
18
19 20

SCHR Hedge Fund Activity: Q3 2025 in Review

473 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q3 2025, worth a combined $9.56B — up 4.3% from $9.17B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SCHR positions and 46 closed out — a net gain of 18 holders — while 223 added to existing stakes and 120 trimmed.

The largest buyer was Charles Schwab, adding an estimated $161M. The largest seller was Royal Bank of Canada, cutting an estimated $69.5M.

  • 473 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q3 2025, up from 462 in Q2 2025.
  • Funds reported $9.56B of Schwab Intermediately-Term US Treasury ETF stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 64 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q3 2025 and 46 closed out, a net change of +18 holders.
  • The largest Schwab Intermediately-Term US Treasury ETF buyer in Q3 2025 was Charles Schwab, an estimated $161M added.
  • The largest Schwab Intermediately-Term US Treasury ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2025.