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SCHR

Schwab Intermediately-Term US Treasury ETF

508 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 74 funds opening new positions, 230 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 36

69% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 136

6% more funds holding

Funds holding: 481508 (+27)

4% more capital invested

Capital invested by funds: $9.97B → $10.4B (+$419M)

0.89% less ownership

Funds ownership: 82.09%81.2% (-0.89%)

4% less funds holding in top 10

Funds holding in top 10: 4745 (-2)

Holders
508
Holders Change
+27
Holders Change %
+5.61%
% of All Funds
6.26%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.55%
New
74
Increased
230
Reduced
136
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
426
Valley National Advisers
Pennsylvania
$42K
KFP
427
Kerr Financial Planning
California
$40.9K -$41.2K -1,645 -50%
UCB
428
United Community Bank
South Carolina
$39.9K +$40.1K +1,600 New
MHR
429
Matthew Hamilton Rosenberg
$39.1K +$4.94K +197 +14%
HI
430
Hoey Investments
Pennsylvania
$37.3K +$827 +33 +2%
RBC
431
Roble Belko & Company
Pennsylvania
$37K
ADL
432
Asset Dedication LLC
California
$36.7K +$12.7K +508 +53%
HPC
433
HM Payson & Co
Maine
$36.2K +$36.4K +1,454 New
NB
434
NBT Bank
New York
$33.7K +$33.3K +1,329 +5,316%
RF
435
Robinswood Financial
Washington
$32.8K +$33K +1,316 New
BH
436
Burk Holdings
Oklahoma
$32.7K +$32.9K +1,313 New
TCM
437
Tradewinds Capital Management
Washington
$32.2K
SWP
438
Strategic Wealth Partners
Ohio
$27.8K +$25.1K +1,000 +847%
HPIA
439
Hamilton Point Investment Advisors
North Carolina
$27.4K +$27.6K +1,100 New
BCMIO
440
Beacon Capital Management Inc (Ohio)
Ohio
$26.7K +$26.9K +1,073 New
APW
441
Aventura Private Wealth
Florida
$24.9K
ACA
442
Atlas Capital Advisors
Wyoming
$22.1K +$22.3K +889 New
GCP
443
Gill Capital Partners
Colorado
$22K +$22.2K +884 New
MA
444
MCF Advisors
Kentucky
$21.8K
MG
445
Mather Group
Illinois
$21.2K +$21.3K +850 New
SIM
446
Synergy Investment Management
Florida
$18.3K +$18.4K +734 New
PIP
447
Peachtree Investment Partners
Florida
$17.4K
CH
448
CDKV Holdings
Colorado
$15.7K
MA
449
Montag & Associates
Georgia
$13.5K +$100 +4 +0.7%
B
450
Bayban
Minnesota
$12.5K