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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

473 hedge funds and large institutions have $9.56B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 223 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 120

39% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 46

2% more funds holding

Funds holding: 462 → 473 (+11)

2% more funds holding in top 10

Funds holding in top 10: 45 → 46 (+1)

4% more capital invested

Capital invested by funds: $9.17B → $9.56B (+$391M)

0.86% less ownership

Funds ownership: 84.08% → 83.22% (-0.86%)

Holders
473
Holders Change
+11
Holders Change %
+2.38%
% of All Funds
6.21%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.6%
New
64
Increased
223
Reduced
120
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$161M
2
Ameriprise
Ameriprise
Minnesota
+$36.2M
3
Cerity Partners
Cerity Partners
New York
+$30.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.1M
5
ETC
Exchange Traded Concepts
Oklahoma
+$25.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$69.5M
2
AssetMark Inc
AssetMark Inc
California
-$36.5M
3
ACM
AlphaStar Capital Management
North Carolina
-$21.4M
4
EF
Empowered Funds
Pennsylvania
-$12.7M
5
ODA
One Degree Advisors
California
-$6.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
451
Financial Management Professionals
Texas
$2.76K – – –
WANY
452
Wealthspire Advisors (New York)
New York
$2.69K +$2.67K +107 New
VA
453
Vestwell Advisors
New York
$2.35K – – –
VEA
454
Virtus ETF Advisers
New York
$2.19K -$12.5K -500 -85%
BAM
455
Bellevue Asset Management
Washington
$2.16K – – –
RP
456
Rice Partnership
Hawaii
$2.01K +$2K +80 New
PC
457
Promus Capital
Illinois
$2.01K – – –
HFS
458
Hantz Financial Services
Michigan
$2K +$1.9K +76 New
HWP
459
Highline Wealth Partners
California
$1.91K – – –
S
460
SignatureFD
Georgia
$1.91K +$1.9K +76 New
RFP
461
Root Financial Partners
California
$1.89K +$1.87K +75 New
TRCT
462
Tower Research Capital (TRC)
New York
$1.68K -$1.5K -60 -47%
MFC
463
Morris Financial Concepts
South Carolina
$1.46K – – –
SL
464
Salomon & Ludwin
Virginia
$1.25K – – –
KG
465
Kilter Group
New York
$1.18K +$100 +4 +9%
BA
466
Ballast Advisors
Minnesota
$1.16K – – –
FGAM
467
Financial Gravity Asset Management
Texas
$779 +$775 +31 New
TAM
468
Tucker Asset Management
Colorado
$754 – – –
CFS
469
Compass Financial Services
Iowa
$628 +$625 +25 New
FWP
470
FAS Wealth Partners
Kansas
$508 – – –
SC
471
Solstein Capital
California
$452 – – –
SJIM
472
St. Johns Investment Management
Florida
$251 +$250 +10 New
WWMSC
473
Wagner Wealth Management (South Carolina)
South Carolina
$156 – – –
MFA
474
Morling Financial Advisors
California
$15 +$25 +1 New
ACM
475
AlphaStar Capital Management
North Carolina
– -$21.4M -855,968 Closed
17 18
19
20 21

SCHR Hedge Fund Activity: Q3 2025 in Review

473 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q3 2025, worth a combined $9.56B — up 4.3% from $9.17B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SCHR positions and 46 closed out — a net gain of 18 holders — while 223 added to existing stakes and 120 trimmed.

The largest buyer was Charles Schwab, adding an estimated $161M. The largest seller was Royal Bank of Canada, cutting an estimated $69.5M.

  • 473 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q3 2025, up from 462 in Q2 2025.
  • Funds reported $9.56B of Schwab Intermediately-Term US Treasury ETF stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 64 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q3 2025 and 46 closed out, a net change of +18 holders.
  • The largest Schwab Intermediately-Term US Treasury ETF buyer in Q3 2025 was Charles Schwab, an estimated $161M added.
  • The largest Schwab Intermediately-Term US Treasury ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2025.