Schwab Intermediately-Term US Treasury ETF
SCHR
441 hedge funds and large institutions have $8.83B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 204 increasing their positions, 127 reducing their positions, and 39 closing their positions.
67% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 39
61% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 127
8% more funds holding in top 10
Funds holding in top 10: 40 → 43 (+3)
3% more funds holding
Funds holding: 428 → 441 (+13)
1.71% less ownership
Funds ownership: 85.96% → 84.25% (-1.7%)
9% less capital invested
Capital invested by funds: $9.68B → $8.83B (-$850M)
71% less call options, than puts
Call options by funds: $22K | Put options by funds: $76K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$64.5M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$53.2M |
| 3 |
AssetMark Inc
Concord,
California
|
+$37.3M |
| 4 |
HPA
High Probability Advisors
Pittsford,
New York
|
+$18.5M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$124M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$29.2M |
| 3 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
-$27.2M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$25.8M |
| 5 |
JP Morgan Chase
New York
|
-$24.8M |
SCHR Hedge Fund Activity: Q1 2025 in Review
441 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q1 2025, worth a combined $8.83B — down 8.8% from $9.68B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new SCHR positions and 39 closed out — a net gain of 26 holders — while 204 added to existing stakes and 127 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $64.5M. The largest seller was Bank of America, cutting an estimated $124M.
- 441 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q1 2025, up from 428 in Q4 2024.
- Funds reported $8.83B of Schwab Intermediately-Term US Treasury ETF stock for Q1 2025, down 8.8% quarter-over-quarter.
- 65 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q1 2025 and 39 closed out, a net change of +26 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q1 2025 was Royal Bank of Canada, an estimated $64.5M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q1 2025 was Bank of America, an estimated $124M sold.
Based on aggregated 13F filings for Q1 2025.