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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
P
501
&Partners
Tennessee
-$225K -8,962 Closed
CIAS
502
CFS Investment Advisory Services
New Jersey
-$210K -8,312 Closed
UCFA
503
United Capital Financial Advisors
Texas
-$208K -8,295 Closed
PPA
504
Painted Porch Advisors
California
-$108K -4,306 Closed
ASN
505
Advisory Services Network
Georgia
-$79K -3,144 Closed
UCB
506
United Community Bank
South Carolina
-$40.2K -1,600 Closed
WWA
507
Wealth Watch Advisors
Colorado
-$28.1K -1,120 Closed
RA
508
Rise Advisors
New York
-$21.5K -855 Closed
KWM
509
Kiker Wealth Management
Georgia
-$20.4K -811 Closed
OPTFSNA
510
Old Point Trust & Financial Services N A
Virginia
-$17.6K -700 Closed
CWM
511
Crowley Wealth Management
Delaware
-$15.9K -631 Closed
LBC
512
Lowe Brockenbrough & Co
Virginia
-$14.8K -590 Closed
CFB
513
Cullen/Frost Bankers
Texas
-$13.7K -545 Closed
AAS
514
Ameritas Advisory Services
Nebraska
-$12.6K -500 Closed
MG
515
Mather Group
Illinois
-$11.8K -470 Closed
AP
516
Aspect Partners
Virginia
-$11.3K -451 Closed
GWSG
517
GPS Wealth Strategies Group
Colorado
-$10.7K -426 Closed
MSG
518
Main Street Group
Virginia
-$6.08K -242 Closed
Qube Research & Technologies (QRT)
519
Qube Research & Technologies (QRT)
United Kingdom
-$5.08K -202 Closed
KFA
520
Kelleher Financial Advisors
New York
-$3.72K -148 Closed
WANY
521
Wealthspire Advisors (New York)
New York
-$2.69K -107 Closed
VEA
522
Virtus ETF Advisers
New York
-$2.19K -87 Closed
RP
523
Rice Partnership
Hawaii
-$2.01K -80 Closed
HWP
524
Highline Wealth Partners
California
-$1.91K -76 Closed
FGAM
525
Financial Gravity Asset Management
Texas
-$779 -31 Closed