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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
OCA
526
OpenArc Corporate Advisory
Georgia
-$242K -9,658 Closed
LA
527
Lifeworks Advisors
Michigan
-$236K -9,392 Closed
RWM
528
RKL Wealth Management
Pennsylvania
-$224K -8,924 Closed
TPA
529
Trivium Point Advisory
Connecticut
-$223K -8,899 Closed
AA
530
Ancora Advisors
Ohio
-$85.4K -3,404 Closed
W
531
WealthCollab
Washington
-$79.1K -3,155 Closed
SWM
532
SHP Wealth Management
Massachusetts
-$53.9K -2,148 Closed
FHA
533
Flagship Harbor Advisors
Massachusetts
-$45.5K -1,815 Closed
TCM
534
Triumph Capital Management
Colorado
-$34.4K -1,371 Closed
PFM
535
Phillips Financial Management
Indiana
-$20.3K -809 Closed
SG
536
Sankala Group
Colorado
-$10.5K -414 Closed
FF
537
Friedenthal Financial
New Jersey
-$5.92K -236 Closed
CP
538
Camelot Portfolios
Ohio
-$3.94K -157 Closed
HAP
539
Harbor Asset Planning
Massachusetts
-$3.41K -136 Closed
QC
540
Quent Capital
New York
-$2.16K -86 Closed
S
541
SignatureFD
Georgia
-$1.91K -76 Closed
GWM
542
Greenline Wealth Management
Florida
-$1.48K -59 Closed
AAP
543
Arax Advisory Partners
Colorado
-$853 -34 Closed
PWMG
544
Prestige Wealth Management Group
New Jersey
-$427 -17 Closed