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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
SC
476
Solstein Capital
California
$451
PWMG
477
Prestige Wealth Management Group
New Jersey
$427 +$428 +17 New
SJIM
478
St. Johns Investment Management
Florida
$251
WWMSC
479
Wagner Wealth Management (South Carolina)
South Carolina
$158
MFA
480
Morling Financial Advisors
California
$15
EF
481
Empowered Funds
Pennsylvania
-$15.7M -626,794 Closed
TI
482
Tidal Investments
Wisconsin
-$12.5M -498,404 Closed
MPCL
483
My Personal CFO LLC
Washington
-$8.72M -347,192 Closed
FTUS
484
Flow Traders U.S.
New York
-$3.94M -156,904 Closed
Citadel Advisors
485
Citadel Advisors
Florida
-$2.76M -109,991 Closed
JSA
486
Jacobson & Schmitt Advisors
Wisconsin
-$2.43M -96,532 Closed
FC
487
Financial Consulate
Maryland
-$2.17M -86,422 Closed
PIWA
488
Prevail Innovative Wealth Advisors
Kansas
-$1.57M -62,359 Closed
AI
489
Atria Investments
North Carolina
-$854K -33,992 Closed
TSS
490
Two Sigma Securities
New York
-$718K -28,560 Closed
Susquehanna International Group
491
Susquehanna International Group
Pennsylvania
-$575K -22,877 Closed
HF
492
HRT Financial
New York
-$558K -22,244 Closed
MWP
493
Meridian Wealth Partners
Pennsylvania
-$335K -13,329 Closed
M1FG
494
Mach-1 Financial Group
Arkansas
-$249K -9,924 Closed
BFA
495
Bragg Financial Advisors
North Carolina
-$242K -9,621 Closed
Kovitz Investment Group Partners
496
Kovitz Investment Group Partners
Illinois
-$241K -9,590 Closed
CPIG
497
Chicago Partners Investment Group
Illinois
-$237K -9,376 Closed
CAMG
498
CWA Asset Management Group
Florida
-$233K -9,265 Closed
HSA
499
HBK Sorce Advisory
Pennsylvania
-$228K -9,034 Closed
JWBC
500
John W. Brooker & Co
California
-$225K -8,970 Closed