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SCHR

Schwab Intermediately-Term US Treasury ETF

481 hedge funds and large institutions have $9.97B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 122 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 122

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

2% more funds holding

Funds holding: 471481 (+10)

4% more capital invested

Capital invested by funds: $9.56B → $9.97B (+$417M)

1.12% less ownership

Funds ownership: 83.21%82.09% (-1.1%)

Holders
481
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
5.85%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.57%
New
65
Increased
239
Reduced
122
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NB
426
NBT Bank
New York
$34K
TCM
427
Tradewinds Capital Management
Washington
$32.5K -$10.7M -423,967 -100%
AAG
428
Armstrong Advisory Group
Massachusetts
$30.4K
APW
429
Aventura Private Wealth
Florida
$25K
KSB
430
Kennebec Savings Bank
Maine
$24.9K -$1.01K -40 -4%
ADL
431
Asset Dedication LLC
California
$24.2K -$2.11K -84 -8%
MA
432
MCF Advisors
Kentucky
$21.9K -$3.57K -142 -14%
PFM
433
Phillips Financial Management
Indiana
$20.3K +$20.4K +809 New
PIP
434
Peachtree Investment Partners
Florida
$17.6K
CH
435
CDKV Holdings
Colorado
$15.8K +$15.8K +629 New
MA
436
Montag & Associates
Georgia
$13.5K +$151 +6 +1%
B
437
Bayban
Minnesota
$12.6K +$12.6K +502 New
ACM
438
Anfield Capital Management
California
$12.3K
BBHC
439
Brown Brothers Harriman & Co
New York
$12.3K +$12.3K +490 New
BA
440
Ballast Advisors
Minnesota
$11.9K +$10.8K +428 +930%
SG
441
Sankala Group
Colorado
$10.5K +$10.4K +414 New
GFA
442
Godfrey Financial Associates
New York
$10.2K +$10.2K +405 New
MMCM
443
Murphy & Mullick Capital Management
New York
$8.08K
CPG
444
Cornerstone Planning Group
New Jersey
$7.73K -$479K -19,015 -98%
FRA
445
Front Row Advisors
California
$7.52K
TAM
446
Townsend Asset Management
North Carolina
$6.07K
FF
447
Friedenthal Financial
New Jersey
$5.92K
IAS
448
IMA Advisory Services
Colorado
$4.61K
IRC
449
Investors Research Corp
Georgia
$4.51K -$453 -18 -9%
PP
450
Pacifica Partners
Canada
$4.51K