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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 %
CJ
451
Caitlin John
Michigan
– -$151K -6,224 Closed
WAG
452
Windsor Advisory Group
Ohio
– -$87.8K -3,616 Closed
GIA
453
GHP Investment Advisors
Colorado
– -$73.4K -3,022 Closed
LC
454
Lavaca Capital
Texas
– -$33.9K -1,396 Closed
PIS
455
POM Investment Strategies
North Carolina
– -$27.4K -1,126 Closed
GSWM
456
Golden State Wealth Management
California
– -$18.2K -748 Closed
MFS
457
Mattson Financial Services
Michigan
– -$19.9K -394 Closed
CMA
458
Cedar Mountain Advisors
Oregon
– -$8.99K -370 Closed
HT
459
Headlands Technologies
Illinois
– -$8.04K -331 Closed
CAS
460
Coppell Advisory Solutions
Texas
– -$6.37K -262 Closed
TC
461
Truvestments Capital
Florida
– -$5.59K -230 Closed
DRP
462
Decker Retirement Planning
Utah
– -$4.62K -190 Closed
EBA
463
Eagle Bay Advisors
New York
– -$4.53K -186 Closed
HWP
464
Highline Wealth Partners
California
– -$3.38K -139 Closed
VHAM
465
Van Hulzen Asset Management
California
– -$3.23K -133 Closed
EW
466
Element Wealth
Mississippi
– -$2.87K -118 Closed
GM
467
GeoWealth Management
Illinois
– -$2.48K -102 Closed
VCM
468
Versant Capital Management
Arizona
– -$888 -37 Closed
UCB
469
United Community Bank
South Carolina
– -$729 -30 Closed
GWSG
470
GPS Wealth Strategies Group
Colorado
– -$437 -18 Closed
GWSA
471
Global Wealth Strategies & Associates
Colorado
– -$389 -16 Closed
AIA
472
Armor Investment Advisors
North Carolina
– -$243 -10 Closed
15 16 17 18
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