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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 %
CWD
76
Clarity Wealth Development
Oregon
$7.77M +$913K +36,390 +13%
VA
77
Valmark Advisers
Ohio
$7.72M -$171K -6,897 -2%
VA
78
Vident Advisory
Georgia
$7.71M +$986K +39,673 +15%
AC
79
Attessa Capital
Arizona
$7.56M +$169K +6,810 +2%
PAG
80
Private Advisor Group
New Jersey
$7.36M +$1.41M +56,855 +24%
HCM
81
Hilton Capital Management
New York
$7.17M +$7.17M +288,331 New
BEI
82
Benjamin Edwards Inc
Missouri
$7.04M +$1M +40,387 +17%
WWM
83
WT Wealth Management
Arizona
$6.47M -$2.33M -93,754 -26%
CW
84
CreativeOne Wealth
Kansas
$6.42M +$193K +7,748 +3%
BSTWA
85
Blake Schutter Theil Wealth Advisors
Ohio
$6.42M +$1.17M +47,091 +22%
AG
86
Advocate Group
Minnesota
$6.4M +$228K +9,155 +4%
FWMP
87
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$6.36M +$529K +21,291 +9%
Mariner
88
Mariner
Kansas
$6.26M -$3.13M -126,024 -33%
Raymond James Financial
89
Raymond James Financial
Florida
$6.17M +$453K +18,209 +8%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$6.16M -$200K -8,033 -3%
HPG
91
Harvest Portfolios Group
Ontario, Canada
$6.05M +$522K +21,017 +9%
UBS Group
92
UBS Group
Switzerland
$6.03M +$920K +36,993 +18%
ISWM
93
Independent Solutions Wealth Management
New York
$5.65M +$226K +9,084 +4%
SCI
94
Stableford Capital II
Arizona
$5.61M +$6.93K +279 +0.1%
Focus Partners Wealth
95
Focus Partners Wealth
Massachusetts
$5.46M +$768K +30,883 +16%
CKAIS
96
Christensen King & Associates Investment Services
Washington
$5.31M +$151K +6,116 +3%
LW
97
Libra Wealth
California
$5.27M -$904K -36,377 -15%
CW
98
Code Waechter
Florida
$5.21M -$464K -18,679 -8%
KFS
99
Kelly Financial Services
Massachusetts
$5.13M +$1.05M +42,249 +26%
HWMC
100
Heritage Wealth Management (California)
California
$4.91M -$171K -6,872 -3%
2 3
4
5 6