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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

433 hedge funds and large institutions have $8.82B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+12
Holders Change %
+2.85%
% of All Funds
5.88%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.57%
New
65
Increased
200
Reduced
126
Closed
38
Calls
$22K
Puts
$76K
Net Calls
-$54K
Net Calls Change
-$120K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$462M
2
Charles Schwab
2
Charles Schwab
California
$5.45B
3
AssetMark Inc
3
AssetMark Inc
California
$38.4M
4
HPA
4
High Probability Advisors
New York
$28.2M
5
AA
5
Advisory Alpha
Michigan
$30.7M

Top Sellers

1
GP
1
Greenline Partners
New York
$3.84M
2
Bank of America
2
Bank of America
North Carolina
$84.4M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$0
4
SIA
4
SeaBridge Investment Advisors
New Jersey
$0
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$56.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
51
Summit Financial
New Jersey
$14.5M +$6.41M +257,964 +79%
ODA
52
One Degree Advisors
California
$13.7M +$6.44M +258,881 +89%
SP
53
SWS Partners
Ohio
$13.1M +$1.42M +57,011 +12%
TI
54
Tidal Investments
Wisconsin
$12.7M +$12.7M +512,393 New
PPH
55
Pure Portfolios Holdings
Oregon
$12.6M -$118K -4,731 -0.9%
MBFW
56
Morton Brown Family Wealth
Pennsylvania
$12.4M +$881K +35,435 +8%
KCM
57
Kathmere Capital Management
Pennsylvania
$11.6M +$6.26M +251,712 +117%
Franklin Resources
58
Franklin Resources
California
$11.2M +$254K +10,207 +2%
KW
59
Keyvantage Wealth
Pennsylvania
$11.2M +$11.2M +450,566 New
EWA
60
Exencial Wealth Advisors
Oklahoma
$10.5M +$1.53M +61,706 +17%
FA
61
Fiduciary Alliance
South Carolina
$10.4M +$670K +26,961 +7%
SPA
62
Sentinel Pension Advisors
Massachusetts
$10.2M +$376K +15,126 +4%
WCFA
63
Walkner Condon Financial Advisors
Wisconsin
$9.88M +$803K +32,299 +9%
EF
64
Empowered Funds
Pennsylvania
$9.6M -$8.26M -333,280 -46%
ATI
65
Act Two Investors
California
$9.05M +$118K +4,739 +1%
DWP
66
Destiny Wealth Partners
Florida
$8.96M +$8.96M +360,558 New
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$8.96M +$107K +4,311 +1%
ML
68
McAdam LLC
Pennsylvania
$8.83M -$122K -4,921 -1%
DC
69
Darrow Company
Massachusetts
$8.49M +$232K +9,333 +3%
SWA
70
Stratos Wealth Advisors
Ohio
$8.49M -$3.52M -141,777 -29%
TVAMP
71
Tennessee Valley Asset Management Partners
Tennessee
$8.33M -$78.9K -3,174 -0.9%
OPWM
72
Oakwell Private Wealth Management
Texas
$7.92M +$556K +22,370 +8%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$7.9M +$2.28M +91,721 +40%
CFD
74
Creative Financial Designs
Indiana
$7.89M +$222K +8,934 +3%
CWM
75
Centric Wealth Management
Illinois
$7.85M +$303K +12,194 +4%
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3
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