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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

462 hedge funds and large institutions have $9.17B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 189 increasing their positions, 148 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 45

28% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 148

5% more funds holding

Funds holding: 441 → 462 (+21)

5% more funds holding in top 10

Funds holding in top 10: 43 → 45 (+2)

4% more capital invested

Capital invested by funds: $8.83B → $9.17B (+$332M)

0.18% less ownership

Funds ownership: 84.25% → 84.08% (-0.18%)

Holders
462
Holders Change
+21
Holders Change %
+4.76%
% of All Funds
6.08%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.59%
New
71
Increased
189
Reduced
148
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$93.4M
2
Charles Schwab
Charles Schwab
California
+$58.8M
3
ETC
Exchange Traded Concepts
Oklahoma
+$43.1M
4
Cerity Partners
Cerity Partners
New York
+$40.5M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$27.8M

Top Sellers

Rank Fund Capital Flow
1
FCI
Financial Counselors Inc
Kansas
-$21.9M
2
Ameriprise
Ameriprise
Minnesota
-$21.7M
3
NCM
Northwest Capital Management
Oregon
-$17.3M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.8M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
KG
451
Kilter Group
New York
$1.08K +$1.06K +43 New
Simplex Trading
452
Simplex Trading
Illinois
$1K – – –
TAM
453
Tucker Asset Management
Colorado
$751 -$13.4K -542 -95%
RWM
454
Rialto Wealth Management
New York
$751 – – –
SRCM
455
Signature Resources Capital Management
California
$726 – – –
FWP
456
FAS Wealth Partners
Kansas
$501 – – –
CTC
457
Central Trust Company
Missouri
$476 +$471 +19 New
SC
458
Solstein Capital
California
$451 +$446 +18 New
OSAM
459
O'Shaughnessy Asset Management
Connecticut
$175 +$173 +7 New
WWMSC
460
Wagner Wealth Management (South Carolina)
South Carolina
$154 -$2.13K -86 -93%
JFGIW
461
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151 +$149 +6 New
CTB
462
Country Trust Bank
Illinois
$50 +$50 +2 New
WCF
463
West Coast Financial
California
– -$36.5M -1,466,598 Closed
FCI
464
Financial Counselors Inc
Kansas
– -$21.9M -880,107 Closed
TI
465
Tidal Investments
Wisconsin
– -$12.7M -512,393 Closed
HCM
466
Hilton Capital Management
New York
– -$7.17M -288,331 Closed
Jane Street
467
Jane Street
New York
– -$3.93M -158,279 Closed
Goldman Sachs
468
Goldman Sachs
New York
– -$1.47M -59,079 Closed
CPA
469
Capital Performance Advisors
California
– -$729K -29,317 Closed
NWM
470
Napa Wealth Management
California
– -$504K -20,259 Closed
OMC
471
Old Mission Capital
Illinois
– -$471K -18,958 Closed
DWM
472
Dakota Wealth Management
Florida
– -$457K -18,398 Closed
PI
473
PFG Investments
New York
– -$427K -17,165 Closed
PA
474
PFG Advisors
Arizona
– -$422K -16,993 Closed
VCM
475
Vision Capital Management
Oregon
– -$406K -16,314 Closed
17 18
19
20 21

SCHR Hedge Fund Activity: Q2 2025 in Review

462 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q2 2025, worth a combined $9.17B — up 3.8% from $8.83B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SCHR positions and 45 closed out — a net gain of 26 holders — while 189 added to existing stakes and 148 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $93.4M. The largest seller was Financial Counselors Inc, exiting entirely with an estimated $21.9M sold.

  • 462 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q2 2025, up from 441 in Q1 2025.
  • Funds reported $9.17B of Schwab Intermediately-Term US Treasury ETF stock for Q2 2025, up 3.8% quarter-over-quarter.
  • 71 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q2 2025 and 45 closed out, a net change of +26 holders.
  • The largest Schwab Intermediately-Term US Treasury ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $93.4M added.
  • The largest Schwab Intermediately-Term US Treasury ETF seller in Q2 2025 was Financial Counselors Inc, an estimated $21.9M sold.

Based on aggregated 13F filings for Q2 2025.