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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
BWL
476
Bogart Wealth LLC
Virginia
$3.56K
CCMI
477
Creative Capital Management Investments
California
$3.49K +$3.51K +140 New
MEG
478
Millstone Evans Group
Colorado
$3.39K
MWA
479
Medallion Wealth Advisors
Connecticut
$3.01K
AAG
480
Armstrong Advisory Group
Massachusetts
$2.99K -$27.3K -1,091 -90%
AC
481
AlphaCore Capital
California
$2.99K
BLC
482
Brown, Lisle/Cummings
Rhode Island
$2.89K
FMP
483
Financial Management Professionals
Texas
$2.74K
KFI
484
Key Financial Inc
Pennsylvania
$2.44K -$35K -1,398 -93%
BAM
485
Bellevue Asset Management
Washington
$2.14K
WAG
486
Wiser Advisor Group
Arizona
$2.14K -$1.43K -57 -40%
KFG
487
Kingdom Financial Group
Arizona
$2K +$2K +80 New
LAS
488
Lloyd Advisory Services
Georgia
$2K +$2K +80 New
MFC
489
Morris Financial Concepts
South Carolina
$1.45K
PWA
490
Portus Wealth Advisors
North Carolina
$1.42K +$1.43K +57 New
LWM
491
Lodestone Wealth Management
Washington
$1.4K
SL
492
Salomon & Ludwin
Virginia
$1.24K
KG
493
Kilter Group
New York
$1.17K
GWS
494
Glassman Wealth Services
Virginia
$897 +$902 +36 New
PWA
495
Physician Wealth Advisors
Utah
$823 +$827 +33 New
RFP
496
Root Financial Partners
California
$573 -$175 -7 -23%
FWP
497
FAS Wealth Partners
Kansas
$513 +$25 +1 +5%
SS
498
Sunbelt Securities
Texas
$450 +$451 +18 New
SC
499
Solstein Capital
California
$448
GWM
500
GSB Wealth Management
Connecticut
$277 +$276 +11 New