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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
Baird Financial Group
26
Baird Financial Group
Wisconsin
$36M +$2.26M +90,010 +7%
Wells Fargo
27
Wells Fargo
California
$35.7M +$7.01M +279,709 +24%
BWL
28
Beacon Wealthcare LLC
North Carolina
$35.1M +$1.6M +63,766 +5%
HAFS
29
Hapanowicz & Associates Financial Services
Pennsylvania
$34.8M +$1.53M +61,016 +5%
DWM
30
Diversify Wealth Management
Utah
$31.8M +$11.3M +452,305 +54%
HPA
31
High Probability Advisors
New York
$31.7M +$1.85M +73,938 +6%
FNT
32
First National Trust
Pennsylvania
$31.1M +$665K +26,521 +2%
WFA
33
WestHill Financial Advisors
California
$30.8M +$2.4M +95,937 +8%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$28.7M +$5.91M +235,790 +26%
FM
35
Foster & Motley
Ohio
$28.4M +$486K +19,401 +2%
GGS
36
Galvin Gaustad & Stein
Arizona
$26.8M +$268K +10,710 +1%
YAL
37
Your Advocates Ltd
Texas
$25M +$3.3M +131,664 +15%
SFO
38
Stokes Family Office
Louisiana
$24.8M -$3.14M -125,235 -11%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$22.9M +$5.19M +206,930 +29%
SF
40
Summit Financial
New Jersey
$22.8M +$7.62M +303,912 +50%
Creative Planning
41
Creative Planning
Kansas
$22.7M -$4.13M -164,650 -15%
TWM
42
Tradition Wealth Management
Minnesota
$22.7M -$1.05M -41,694 -4%
HA
43
HC Advisors
Georgia
$22.4M +$1.05M +41,801 +5%
AF
44
Allworth Financial
California
$22.1M -$1.15M -45,776 -5%
WA
45
Waverly Advisors
Alabama
$19.8M +$18.5M +736,844 +1,269%
MAM
46
Madison Asset Management
Wisconsin
$19.4M -$8.83M -352,134 -31%
SP
47
SWS Partners
Ohio
$17.9M +$1.82M +72,623 +11%
MBFW
48
Morton Brown Family Wealth
Pennsylvania
$17.5M +$661K +26,372 +4%
ODA
49
One Degree Advisors
California
$17.4M +$1.24M +49,324 +8%
DF
50
Downshift Financial
Colorado
$16.9M +$3.35M +133,657 +25%