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SCHR

Schwab Intermediately-Term US Treasury ETF

480 hedge funds and large institutions have $9.97B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 121

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

2% more funds holding

Funds holding: 471480 (+9)

4% more capital invested

Capital invested by funds: $9.56B → $9.97B (+$416M)

1.13% less ownership

Funds ownership: 83.21%82.09% (-1.1%)

Holders
480
Holders Change
+9
Holders Change %
+1.91%
% of All Funds
5.84%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.57%
New
65
Increased
239
Reduced
121
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$34M +$2.39M +94,846 +8%
BWL
27
Beacon Wealthcare LLC
North Carolina
$33.7M +$1.89M +75,082 +6%
DC
28
Davenport & Co
Virginia
$33.7M +$4.53M +179,863 +15%
HAFS
29
Hapanowicz & Associates Financial Services
Pennsylvania
$33.5M +$33M +1,309,980 +5,011%
FNT
30
First National Trust
Pennsylvania
$30.6M +$1.96M +77,989 +7%
HPA
31
High Probability Advisors
New York
$30.1M +$174K +6,915 +0.6%
Wells Fargo
32
Wells Fargo
California
$28.9M +$4.56M +181,086 +19%
WFA
33
WestHill Financial Advisors
California
$28.6M -$7.63K -303 -0%
MAM
34
Madison Asset Management
Wisconsin
$28.4M -$183K -7,267 -0.6%
SFO
35
Stokes Family Office
Louisiana
$28.1M +$198K +7,848 +0.7%
FM
36
Foster & Motley
Ohio
$28.1M -$1.3M -51,608 -4%
Creative Planning
37
Creative Planning
Kansas
$27M -$1.1M -43,908 -4%
GGS
38
Galvin Gaustad & Stein
Arizona
$26.7M +$99.1K +3,939 +0.4%
MT
39
Midwest Trust
Kansas
$24.1M +$1.65M +65,660 +7%
TWM
40
Tradition Wealth Management
Minnesota
$23.9M +$1.2M +47,658 +5%
AF
41
Allworth Financial
California
$23.4M -$1.11M -44,075 -5%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$23M +$2.85M +113,232 +14%
YAL
43
Your Advocates Ltd
Texas
$21.9M +$1.36M +53,965 +7%
HA
44
HC Advisors
Georgia
$21.5M +$680K +27,006 +3%
DWM
45
Diversify Wealth Management
Utah
$20.9M +$2.27M +90,189 +12%
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$18.1M +$113K +4,474 +0.6%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$18M +$2.33M +92,728 +15%
PPH
48
Pure Portfolios Holdings
Oregon
$17.4M +$765K +30,400 +5%
MBFW
49
Morton Brown Family Wealth
Pennsylvania
$16.9M +$2.29M +91,143 +16%
ODA
50
One Degree Advisors
California
$16.3M +$8.2M +325,923 +101%