SCHR icon

Schwab Intermediately-Term US Treasury ETF

455 hedge funds and large institutions have $9.16B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 188 increasing their positions, 144 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$94.4M
2 +$59.4M
3 +$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1 -$21.9M
2 -$21.9M
3 -$17.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.9M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PPH
51
Pure Portfolios Holdings
Oregon
$15.8M
SF
52
Summit Financial
New Jersey
$15.3M
ODA
53
One Degree Advisors
California
$14.7M
MFGM
54
Marshall Financial Group (Maryland)
Maryland
$14.4M
SP
55
SWS Partners
Ohio
$14.4M
MBFW
56
Morton Brown Family Wealth
Pennsylvania
$13.8M
KCM
57
Kathmere Capital Management
Pennsylvania
$13.3M
VA
58
Vident Advisory
Georgia
$13M
EWA
59
Exencial Wealth Advisors
Oklahoma
$12.5M
Jones Financial Companies
60
Jones Financial Companies
Missouri
$12.4M
HF
61
Holcombe Financial
Georgia
$11.3M
KW
62
Keyvantage Wealth
Pennsylvania
$11.3M
SPA
63
Sentinel Pension Advisors
Massachusetts
$11.3M
Franklin Resources
64
Franklin Resources
California
$11M
WCFA
65
Walkner Condon Financial Advisors
Wisconsin
$10.6M
FA
66
Fiduciary Alliance
South Carolina
$10.2M
AC
67
Attessa Capital
Arizona
$9.41M
ML
68
McAdam LLC
Pennsylvania
$9.31M
ATI
69
Act Two Investors
California
$9.29M
DWP
70
Destiny Wealth Partners
Florida
$9.16M
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$9.1M
WPIC
72
White Pine Investment Company
Michigan
$9.09M
OPWM
73
Oakwell Private Wealth Management
Texas
$8.74M
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$8.71M
Raymond James Financial
75
Raymond James Financial
Florida
$8.58M