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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 %
FCI
451
Financial Counselors Inc
Kansas
– – -880,107 Closed
TI
452
Tidal Investments
Wisconsin
– – -512,393 Closed
HCM
453
Hilton Capital Management
New York
– – -288,331 Closed
Jane Street
454
Jane Street
New York
– – -158,279 Closed
Goldman Sachs
455
Goldman Sachs
New York
– – -59,079 Closed
CPA
456
Capital Performance Advisors
California
– – -29,317 Closed
NWM
457
Napa Wealth Management
California
– – -20,259 Closed
OMC
458
Old Mission Capital
Illinois
– – -18,958 Closed
DWM
459
Dakota Wealth Management
Florida
– – -18,398 Closed
PI
460
PFG Investments
New York
– – -17,165 Closed
PA
461
PFG Advisors
Arizona
– – -16,993 Closed
VCM
462
Vision Capital Management
Oregon
– – -16,314 Closed
WIA
463
World Investment Advisors
California
– – -14,872 Closed
P
464
&Partners
Tennessee
– – -12,656 Closed
Fisher Asset Management
465
Fisher Asset Management
Washington
– – -12,112 Closed
UCFA
466
United Capital Financial Advisors
Texas
– – -10,739 Closed
ACM
467
Absolute Capital Management
Pennsylvania
– – -9,984 Closed
BWP
468
Balboa Wealth Partners
Arizona
– – -9,663 Closed
HWM
469
HB Wealth Management
Georgia
– – -9,505 Closed
RF
470
RHS Financial
California
– – -9,010 Closed
PWM
471
Purus Wealth Management
California
– – -8,885 Closed
EWA
472
EP Wealth Advisors
California
– – -8,846 Closed
XT
473
XTX Topco
Cayman Islands
– – -8,645 Closed
IA
474
Integrity Alliance
Iowa
– – -8,245 Closed
IAIM
475
International Assets Investment Management
Florida
– – -8,207 Closed
16 17 18
19
20