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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

473 hedge funds and large institutions have $9.56B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 223 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 120

39% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 46

2% more funds holding

Funds holding: 462 → 473 (+11)

2% more funds holding in top 10

Funds holding in top 10: 45 → 46 (+1)

4% more capital invested

Capital invested by funds: $9.17B → $9.56B (+$391M)

0.86% less ownership

Funds ownership: 84.08% → 83.22% (-0.86%)

Holders
473
Holders Change
+11
Holders Change %
+2.38%
% of All Funds
6.21%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.6%
New
64
Increased
223
Reduced
120
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$161M
2
Ameriprise
Ameriprise
Minnesota
+$36.2M
3
Cerity Partners
Cerity Partners
New York
+$30.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.1M
5
ETC
Exchange Traded Concepts
Oklahoma
+$25.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$69.5M
2
AssetMark Inc
AssetMark Inc
California
-$36.5M
3
ACM
AlphaStar Capital Management
North Carolina
-$21.4M
4
EF
Empowered Funds
Pennsylvania
-$12.7M
5
ODA
One Degree Advisors
California
-$6.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
476
Thrivent Financial for Lutherans
Minnesota
– -$1.78M -71,106 Closed
RW
477
Rede Wealth
Virginia
– -$1.17M -46,625 Closed
FIM
478
Freedom Investment Management
Connecticut
– -$1.02M -40,606 Closed
PFG
479
PAX Financial Group
Texas
– -$913K -36,484 Closed
NWAG
480
Net Worth Advisory Group
Utah
– -$792K -31,655 Closed
SAW
481
Signal Advisors Wealth
Michigan
– -$632K -25,240 Closed
Lido Advisors
482
Lido Advisors
California
– -$612K -24,452 Closed
VWA
483
Visionary Wealth Advisors
Illinois
– -$569K -22,732 Closed
Tudor Investment Corp
484
Tudor Investment Corp
Connecticut
– -$497K -19,867 Closed
WF
485
WinCap Financial
Massachusetts
– -$448K -17,888 Closed
GS
486
GTS Securities
New York
– -$418K -16,712 Closed
SGAM
487
Stephens Group Asset Management
Arkansas
– -$330K -13,184 Closed
CIA
488
Capital Investment Advisors
Georgia
– -$326K -13,034 Closed
HAS
489
HBW Advisory Services
California
– -$311K -12,425 Closed
RI
490
Ridgewood Investments
New Jersey
– -$308K -12,312 Closed
CWM
491
Connecticut Wealth Management
Connecticut
– -$304K -12,151 Closed
CAS
492
Coppell Advisory Solutions
Texas
– -$284K -11,382 Closed
CIA
493
Concurrent Investment Advisors
Florida
– -$269K -10,751 Closed
LGA
494
Lebenthal Global Advisors
New York
– -$265K -10,585 Closed
LIA
495
LBMC Investment Advisors
Tennessee
– -$230K -9,188 Closed
DWM
496
Destination Wealth Management
California
– -$224K -8,968 Closed
SWGC
497
Summit Wealth Group (Colorado)
Colorado
– -$207K -8,288 Closed
CA
498
Claro Advisors
Massachusetts
– -$207K -8,284 Closed
GC
499
Garde Capital
Washington
– -$121K -4,836 Closed
HDIM
500
Hanson & Doremus Investment Management
Vermont
– -$86K -3,444 Closed
17 18 19
20
21

SCHR Hedge Fund Activity: Q3 2025 in Review

473 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q3 2025, worth a combined $9.56B — up 4.3% from $9.17B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SCHR positions and 46 closed out — a net gain of 18 holders — while 223 added to existing stakes and 120 trimmed.

The largest buyer was Charles Schwab, adding an estimated $161M. The largest seller was Royal Bank of Canada, cutting an estimated $69.5M.

  • 473 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q3 2025, up from 462 in Q2 2025.
  • Funds reported $9.56B of Schwab Intermediately-Term US Treasury ETF stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 64 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q3 2025 and 46 closed out, a net change of +18 holders.
  • The largest Schwab Intermediately-Term US Treasury ETF buyer in Q3 2025 was Charles Schwab, an estimated $161M added.
  • The largest Schwab Intermediately-Term US Treasury ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2025.