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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
QWM
501
Quaker Wealth Management
New Jersey
– -$76.4K -3,054 Closed
AG
502
AmeriFlex Group
Nevada
– -$71.1K -2,844 Closed
BMM
503
Berkshire Money Management
Massachusetts
– -$64.8K -2,587 Closed
BA
504
Bristlecone Advisors
Washington
– -$46.6K -1,860 Closed
TSMHT
505
Thurston Springer Miller Herd & Titak
Indiana
– -$44K -1,758 Closed
RWPA
506
Richard W. Paul & Associates
Michigan
– -$43.1K -1,720 Closed
T
507
Transce3nd
Texas
– -$15.7K -628 Closed
AWM
508
Abound Wealth Management
Tennessee
– -$12.7K -506 Closed
TIM
509
Total Investment Management
Arizona
– -$10.9K -436 Closed
CA
510
Crewe Advisors
Utah
– -$2.48K -99 Closed
RAM
511
Riggs Asset Management
Pennsylvania
– -$2.2K -88 Closed
Simplex Trading
512
Simplex Trading
Illinois
– -$1K -76 Closed
MAWAG
513
Mid-American Wealth Advisory Group
Missouri
– -$1.75K -70 Closed
PA
514
Parallel Advisors
California
– -$1.75K -70 Closed
BBHC
515
Brown Brothers Harriman & Co
New York
– -$1.15K -46 Closed
RWM
516
Rialto Wealth Management
New York
– -$751 -30 Closed
SRCM
517
Signature Resources Capital Management
California
– -$726 -29 Closed
CTC
518
Central Trust Company
Missouri
– -$476 -19 Closed
JFGIW
519
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$151 -6 Closed
CTB
520
Country Trust Bank
Illinois
– -$50 -2 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.