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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
SP
51
SWS Partners
Ohio
$16.2M +$547K +21,743 +3%
AFG
52
Altiora Financial Group
Ohio
$16.2M +$228K +9,049 +1%
MFGM
53
Marshall Financial Group (Maryland)
Maryland
$15.9M +$913K +36,267 +6%
SF
54
Summit Financial
New Jersey
$15.4M +$169K +6,719 +1%
KCM
55
Kathmere Capital Management
Pennsylvania
$15M +$1.88M +74,529 +14%
MML Investors Services
56
MML Investors Services
Massachusetts
$13.9M +$3.58M +142,216 +35%
EWA
57
Exencial Wealth Advisors
Oklahoma
$13.9M -$165K -6,551 -1%
DF
58
Downshift Financial
Colorado
$13.7M +$13.7M +544,824 New
BlackRock
59
BlackRock
New York
$13.3M -$3.47M -138,049 -21%
VA
60
Vident Advisory
Georgia
$12.7M -$870K -34,584 -6%
Franklin Resources
61
Franklin Resources
California
$12.5M +$751K +29,842 +6%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$12.4M +$2.7M +107,171 +28%
HF
63
Holcombe Financial
Georgia
$12M +$385K +15,293 +3%
ML
64
McAdam LLC
Pennsylvania
$11.6M +$1.34M +53,258 +13%
W
65
WorthPointe
California
$11.5M +$10.4M +413,291 +894%
FA
66
Fiduciary Alliance
South Carolina
$11.2M +$489K +19,434 +5%
WFS
67
Walker Financial Services
Kentucky
$11.1M +$2.24M +89,136 +25%
WPIC
68
White Pine Investment Company
Michigan
$10.9M +$750K +29,800 +7%
WCFA
69
Walkner Condon Financial Advisors
Wisconsin
$10.9M +$132K +5,243 +1%
AC
70
Attessa Capital
Arizona
$10.7M +$694K +27,583 +7%
FWMP
71
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$10.6M +$1.91M +76,030 +22%
UBS Group
72
UBS Group
Switzerland
$10.5M +$3.06M +121,643 +41%
OPWM
73
Oakwell Private Wealth Management
Texas
$10.4M +$1.01M +40,061 +11%
CPC
74
Cadia Private Client
New Jersey
$10.3M +$10.3M +410,033 New
DWP
75
Destiny Wealth Partners
Florida
$10.3M +$409K +16,261 +4%