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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

451 hedge funds and large institutions have $9.14B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+18
Holders Change %
+4.16%
% of All Funds
6.05%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
68
Increased
188
Reduced
142
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$559M
2
Charles Schwab
Charles Schwab
California
$5.55B
3
ETC
Exchange Traded Concepts
Oklahoma
$43.6M
4
Cerity Partners
Cerity Partners
New York
$41.4M
5
MFT
Moisand Fitzgerald Tamayo
Florida
$81.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$306M
2
FCI
Financial Counselors Inc
Kansas
$0
3
NCM
Northwest Capital Management
Oregon
$3.94M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$8.71M
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
26
Foster & Motley
Ohio
$29.7M -$3.68M -146,948 -11%
BWL
27
Beacon Wealthcare LLC
North Carolina
$29.4M +$197K +7,885 +0.7%
HPA
28
High Probability Advisors
New York
$28.6M +$215K +8,584 +0.8%
SFO
29
Stokes Family Office
Louisiana
$28.4M -$1.11M -44,414 -4%
EF
30
Empowered Funds
Pennsylvania
$28.3M +$18.6M +747,039 +193%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$28.2M +$2.42M +96,571 +9%
FNT
32
First National Trust
Pennsylvania
$27.5M +$960K +38,368 +4%
WFA
33
WestHill Financial Advisors
California
$26.6M +$226K +9,047 +0.9%
Creative Planning
34
Creative Planning
Kansas
$26.5M -$1.68M -66,962 -6%
GGS
35
Galvin Gaustad & Stein
Arizona
$26M +$1.01M +40,365 +4%
LPL Financial
36
LPL Financial
California
$25.4M +$2.38M +95,117 +10%
DC
37
Davenport & Co
Virginia
$25.3M +$1.1M +44,130 +5%
AF
38
Allworth Financial
California
$25.2M -$1.21M -48,309 -5%
MT
39
Midwest Trust
Kansas
$22.1M +$22.1M +883,221 New
Wells Fargo
40
Wells Fargo
California
$21.9M -$1.35M -54,080 -6%
BlackRock
41
BlackRock
New York
$21.6M +$212K +8,489 +1%
TWM
42
Tradition Wealth Management
Minnesota
$21.6M +$401K +16,038 +2%
ACM
43
AlphaStar Capital Management
North Carolina
$21.4M +$21.4M +855,968 New
HA
44
HC Advisors
Georgia
$20.4M +$28.5K +1,139 +0.1%
YAL
45
Your Advocates Ltd
Texas
$19.8M +$195K +7,789 +1%
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$17.6M -$150K -6,012 -0.8%
DWM
47
Diversify Wealth Management
Utah
$17.4M +$1.8M +72,114 +12%
AIM
48
Archer Investment Management
Texas
$17.4M +$914K +36,529 +6%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$16M +$907K +36,239 +6%
AFG
50
Altiora Financial Group
Ohio
$15.8M +$2.08K +83 +0%
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