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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

433 hedge funds and large institutions have $8.82B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+12
Holders Change %
+2.85%
% of All Funds
5.88%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.57%
New
65
Increased
200
Reduced
126
Closed
38
Calls
$22K
Puts
$76K
Net Calls
-$54K
Net Calls Change
-$120K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$462M
2
Charles Schwab
Charles Schwab
California
$5.45B
3
AssetMark Inc
AssetMark Inc
California
$38.4M
4
HPA
High Probability Advisors
New York
$28.2M
5
AA
Advisory Alpha
Michigan
$30.7M

Top Sellers

1
GP
Greenline Partners
New York
$3.84M
2
Bank of America
Bank of America
North Carolina
$84.4M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$0
4
SIA
SeaBridge Investment Advisors
New Jersey
$0
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$56.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
26
Beacon Wealthcare LLC
North Carolina
$29M +$1.37M +55,044 +5%
Morgan Stanley
27
Morgan Stanley
New York
$29M +$308K +12,377 +1%
HPA
28
High Probability Advisors
New York
$28.2M +$18.7M +753,646 +197%
Creative Planning
29
Creative Planning
Kansas
$28M -$2.48M -99,787 -8%
FNT
30
First National Trust
Pennsylvania
$26.4M +$422K +16,986 +2%
AF
31
Allworth Financial
California
$26.3M -$8.14M -327,473 -24%
WFA
32
WestHill Financial Advisors
California
$26.2M +$2.27M +91,362 +10%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$25.6M +$1.05M +42,324 +4%
GGS
34
Galvin Gaustad & Stein
Arizona
$24.8M +$471K +18,931 +2%
DC
35
Davenport & Co
Virginia
$24M +$2.26M +91,015 +10%
Wells Fargo
36
Wells Fargo
California
$23.1M +$12.2M +489,891 +112%
LPL Financial
37
LPL Financial
California
$22.8M -$1.98M -79,712 -8%
FCI
38
Financial Counselors Inc
Kansas
$21.9M +$345K +13,866 +2%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$21.5M -$4.34M -174,522 -17%
BlackRock
40
BlackRock
New York
$21.3M -$4.43M -178,173 -17%
NCM
41
Northwest Capital Management
Oregon
$21.2M -$4.34M -174,456 -17%
TWM
42
Tradition Wealth Management
Minnesota
$21M +$1.07M +42,993 +5%
HA
43
HC Advisors
Georgia
$20.2M +$1.18M +47,659 +6%
YAL
44
Your Advocates Ltd
Texas
$19.5M +$280K +11,277 +1%
MPWT
45
MassMutual Private Wealth & Trust
Connecticut
$17.7M +$315K +12,655 +2%
AIM
46
Archer Investment Management
Texas
$16.4M -$967K -38,885 -6%
AFG
47
Altiora Financial Group
Ohio
$15.7M -$162K -6,502 -1%
DWM
48
Diversify Wealth Management
Utah
$15.7M -$450K -17,991 -3%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$15M +$327K +13,153 +2%
MFGM
50
Marshall Financial Group (Maryland)
Maryland
$14.7M +$155K +6,241 +1%
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