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SCHR

Schwab Intermediately-Term US Treasury ETF

508 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 230 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 36

69% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 136

6% more funds holding

Funds holding: 480508 (+28)

4% more capital invested

Capital invested by funds: $9.97B → $10.4B (+$420M)

0.88% less ownership

Funds ownership: 82.09%81.2% (-0.88%)

4% less funds holding in top 10

Funds holding in top 10: 4745 (-2)

Holders
508
Holders Change
+28
Holders Change %
+5.83%
% of All Funds
6.26%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.55%
New
74
Increased
230
Reduced
136
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
451
Newbridge Financial Services Group
Florida
$12.5K +$12.5K +500 New
ACM
452
Anfield Capital Management
California
$12.2K
BBHC
453
Brown Brothers Harriman & Co
New York
$12.2K
VAI
454
Vanguard Advisers Inc
Pennsylvania
$11.2K +$11.3K +450 New
BA
455
Ballast Advisors
Minnesota
$11.1K -$752 -30 -6%
KA
456
Kozak & Associates
Colorado
$10.2K +$10.3K +409 New
GFA
457
Godfrey Financial Associates
New York
$10.1K
GIA
458
GHP Investment Advisors
Colorado
$8.77K +$8.82K +352 New
MMCM
459
Murphy & Mullick Capital Management
New York
$8.02K
FRA
460
Front Row Advisors
California
$7.47K
BTI
461
Blue Trust Inc
Georgia
$6.45K -$34.2K -1,363 -84%
TAM
462
Townsend Asset Management
North Carolina
$6.03K
HFS
463
Hantz Financial Services
Michigan
$6K +$2.06K +82 +50%
KSB
464
Kennebec Savings Bank
Maine
$5.55K -$19.3K -771 -78%
PGAM
465
Princeton Global Asset Management
New Jersey
$4.98K +$5.01K +200 New
KCM
466
Key Capital Management
Tennessee
$4.61K +$4.64K +185 New
IAS
467
IMA Advisory Services
Colorado
$4.58K
IRC
468
Investors Research Corp
Georgia
$4.48K
PP
469
Pacifica Partners
Canada
$4.48K
WWM
470
Wolff Wiese Magana
California
$4.16K
JWM
471
JPL Wealth Management
Colorado
$4.06K +$4.08K +163 New
WTC
472
WhitTier Trust Company
Nevada
$3.92K
RIL
473
Rothschild Investment LLC
Illinois
$3.74K
KFA
474
Kelleher Financial Advisors
New York
$3.7K +$3.71K +148 New
MSG
475
Main Street Group
Virginia
$3.61K +$3.63K +145 New