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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

452 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, 188 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+18
Holders Change %
+4.15%
% of All Funds
6.06%
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
188
Reduced
143
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$559M
2
Charles Schwab
Charles Schwab
California
$5.55B
3
ETC
Exchange Traded Concepts
Oklahoma
$43.6M
4
Cerity Partners
Cerity Partners
New York
$41.4M
5
MFT
Moisand Fitzgerald Tamayo
Florida
$81.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$306M
2
FCI
Financial Counselors Inc
Kansas
$0
3
NCM
Northwest Capital Management
Oregon
$3.94M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$8.71M
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
451
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151 +$151 +6 New
CTB
452
Country Trust Bank
Illinois
$50 +$50 +2 New
WCF
453
West Coast Financial
California
– -$36.5M -1,466,598 Closed
FCI
454
Financial Counselors Inc
Kansas
– -$21.9M -880,107 Closed
TI
455
Tidal Investments
Wisconsin
– -$12.7M -512,393 Closed
HCM
456
Hilton Capital Management
New York
– -$7.17M -288,331 Closed
Jane Street
457
Jane Street
New York
– -$3.93M -158,279 Closed
Goldman Sachs
458
Goldman Sachs
New York
– -$1.47M -59,079 Closed
CPA
459
Capital Performance Advisors
California
– -$729K -29,317 Closed
NWM
460
Napa Wealth Management
California
– -$504K -20,259 Closed
OMC
461
Old Mission Capital
Illinois
– -$471K -18,958 Closed
DWM
462
Dakota Wealth Management
Florida
– -$457K -18,398 Closed
PI
463
PFG Investments
New York
– -$427K -17,165 Closed
PA
464
PFG Advisors
Arizona
– -$422K -16,993 Closed
VCM
465
Vision Capital Management
Oregon
– -$406K -16,314 Closed
WIA
466
World Investment Advisors
California
– -$370K -14,872 Closed
P
467
&Partners
Tennessee
– -$314K -12,656 Closed
Fisher Asset Management
468
Fisher Asset Management
Washington
– -$301K -12,112 Closed
UCFA
469
United Capital Financial Advisors
Texas
– -$267K -10,739 Closed
ACM
470
Absolute Capital Management
Pennsylvania
– -$248K -9,984 Closed
BWP
471
Balboa Wealth Partners
Arizona
– -$240K -9,663 Closed
HWM
472
HB Wealth Management
Georgia
– -$236K -9,505 Closed
RF
473
RHS Financial
California
– -$224K -9,010 Closed
PWM
474
Purus Wealth Management
California
– -$221K -8,885 Closed
EWA
475
EP Wealth Advisors
California
– -$220K -8,846 Closed
16 17 18
19
20