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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

510 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 73 funds opening new positions, 232 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 36

71% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 136

6% more funds holding

Funds holding: 483 → 510 (+27)

4% more capital invested

Capital invested by funds: $9.97B → $10.4B (+$420M)

0.88% less ownership

Funds ownership: 82.1% → 81.21% (-0.88%)

4% less funds holding in top 10

Funds holding in top 10: 47 → 45 (-2)

Holders
510
Holders Change
+27
Holders Change %
+5.59%
% of All Funds
6.28%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.55%
New
73
Increased
232
Reduced
136
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$283M
2
EF
Empowered Funds
Pennsylvania
+$48.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.8M
4
Bank of America
Bank of America
North Carolina
+$25.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$19.4M

Top Sellers

Rank Fund Capital Flow
1
BFG
Bouchey Financial Group
New York
-$35.5M
2
Cerity Partners
Cerity Partners
New York
-$13.6M
3
Ameriprise
Ameriprise
Minnesota
-$11.8M
4
MT
Midwest Trust
Kansas
-$11.5M
5
AIM
Archer Investment Management
Texas
-$9.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
476
Kelleher Financial Advisors
New York
$3.7K +$3.71K +148 New
MSG
477
Main Street Group
Virginia
$3.61K +$3.63K +145 New
BWL
478
Bogart Wealth LLC
Virginia
$3.56K – – –
CCMI
479
Creative Capital Management Investments
California
$3.49K +$3.51K +140 New
MEG
480
Millstone Evans Group
Colorado
$3.39K – – –
MWA
481
Medallion Wealth Advisors
Connecticut
$3.01K – – –
AAG
482
Armstrong Advisory Group
Massachusetts
$2.99K -$27.3K -1,091 -90%
AC
483
AlphaCore Capital
California
$2.99K – – –
BLC
484
Brown, Lisle/Cummings
Rhode Island
$2.89K – – –
FMP
485
Financial Management Professionals
Texas
$2.74K – – –
KFI
486
Key Financial Inc
Pennsylvania
$2.44K -$35K -1,398 -93%
BAM
487
Bellevue Asset Management
Washington
$2.14K – – –
WAG
488
Wiser Advisor Group
Arizona
$2.14K -$1.43K -57 -40%
KFG
489
Kingdom Financial Group
Arizona
$2K +$2K +80 New
LAS
490
Lloyd Advisory Services
Georgia
$2K +$2K +80 New
MFC
491
Morris Financial Concepts
South Carolina
$1.45K – – –
PWA
492
Portus Wealth Advisors
North Carolina
$1.42K +$1.43K +57 New
LWM
493
Lodestone Wealth Management
Washington
$1.4K – – –
SL
494
Salomon & Ludwin
Virginia
$1.24K – – –
KG
495
Kilter Group
New York
$1.17K – – –
GWS
496
Glassman Wealth Services
Virginia
$897 +$902 +36 New
PWA
497
Physician Wealth Advisors
Utah
$823 +$827 +33 New
RFP
498
Root Financial Partners
California
$573 -$175 -7 -23%
FWP
499
FAS Wealth Partners
Kansas
$513 +$25 +1 +5%
SS
500
Sunbelt Securities
Texas
$450 +$451 +18 New
18 19
20
21 22

SCHR Hedge Fund Activity: Q1 2026 in Review

510 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q1 2026, worth a combined $10.4B — up 4.2% from $9.97B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SCHR positions and 36 closed out — a net gain of 37 holders — while 232 added to existing stakes and 136 trimmed.

The largest buyer was Charles Schwab, adding an estimated $283M. The largest seller was Bouchey Financial Group, exiting entirely with an estimated $35.5M sold.

  • 510 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q1 2026, up from 483 in Q4 2025.
  • Funds reported $10.4B of Schwab Intermediately-Term US Treasury ETF stock for Q1 2026, up 4.2% quarter-over-quarter.
  • 73 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q1 2026 and 36 closed out, a net change of +37 holders.
  • The largest Schwab Intermediately-Term US Treasury ETF buyer in Q1 2026 was Charles Schwab, an estimated $283M added.
  • The largest Schwab Intermediately-Term US Treasury ETF seller in Q1 2026 was Bouchey Financial Group, an estimated $35.5M sold.

Based on aggregated 13F filings for Q1 2026.