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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
SJIM
501
St. Johns Investment Management
Florida
$249
PWAM
502
Private Wealth Asset Management
Iowa
$249 +$251 +10 New
BFO
503
Biltmore Family Office
North Carolina
$199 +$201 +8 New
WWMSC
504
Wagner Wealth Management (South Carolina)
South Carolina
$158
SRCM
505
Signature Resources Capital Management
California
$125 +$125 +5 New
MFP
506
Meramec Financial Planners
Missouri
$66 +$75 +3 New
AWM
507
Activest Wealth Management
Florida
$25 +$25 +1 New
MFA
508
Morling Financial Advisors
California
$15
A
509
AlphaQuest
New York
-$48.2M -1,921,346 Closed
BFG
510
Bouchey Financial Group
New York
-$35.5M -1,416,984 Closed
DAS
511
Diversify Advisory Services
Utah
-$5.27M -210,601 Closed
BNP Paribas Financial Markets
512
BNP Paribas Financial Markets
France
-$4.26M -170,000 Closed
TRCT
513
Tower Research Capital (TRC)
New York
-$3.56M -141,759 Closed
EG
514
Enstar Group
Bermuda
-$2.09M -83,500 Closed
GS
515
GTS Securities
New York
-$1.87M -74,725 Closed
VVP
516
Venture Visionary Partners
Ohio
-$1.16M -46,443 Closed
Goldman Sachs
517
Goldman Sachs
New York
-$586K -23,384 Closed
IIM
518
IFC & Insurance Marketing
California
-$479K -19,081 Closed
LNWTC
519
Laird Norton Wetherby Trust Company
Washington
-$392K -15,618 Closed
FCB
520
First County Bank
Connecticut
-$327K -13,044 Closed
JWCA
521
J.W. Cole Advisors
Florida
-$162K -11,843 Closed
AO
522
Advisor OS
Illinois
-$273K -10,883 Closed
HWM
523
HB Wealth Management
Georgia
-$272K -10,829 Closed
BIP
524
Blueprint Investment Partners
North Carolina
-$265K -10,555 Closed
AGC
525
August Group Capital
-$258K -10,273 Closed