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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
VA
76
Valmark Advisers
Ohio
$10.2M +$1.87M +74,294 +22%
AG
77
Advocate Group
Minnesota
$10.2M +$1.74M +69,007 +21%
AIM
78
Archer Investment Management
Texas
$10.1M -$4.5M -178,624 -31%
CWD
79
Clarity Wealth Development
Oregon
$9.7M +$1M +39,909 +12%
Raymond James Financial
80
Raymond James Financial
Florida
$9.6M +$312K +12,401 +3%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$9.51M +$483K +19,211 +5%
DC
82
Darrow Company
Massachusetts
$9.38M +$568K +22,577 +6%
ATI
83
Act Two Investors
California
$9.24M -$12.4K -494 -0.1%
BSTWA
84
Blake Schutter Theil Wealth Advisors
Ohio
$8.85M +$1.3M +51,530 +17%
CWM
85
Centric Wealth Management
Illinois
$8.44M +$133K +5,279 +2%
TVAMP
86
Tennessee Valley Asset Management Partners
Tennessee
$8.32M +$20.6K +820 +0.2%
SPA
87
Sentinel Pension Advisors
Massachusetts
$8.19M -$3.58M -142,131 -30%
PC
88
Payne Capital
Oregon
$8.15M +$84.9K +3,373 +1%
KFS
89
Kelly Financial Services
Massachusetts
$8.13M +$1.35M +53,600 +20%
BEI
90
Benjamin Edwards Inc
Missouri
$7.84M +$708K +28,144 +10%
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$7.76M +$1.68M +66,896 +28%
HPG
92
Harvest Portfolios Group
Ontario, Canada
$6.94M +$550K +21,847 +9%
Osaic Holdings
93
Osaic Holdings
Arizona
$6.86M -$67.7K -2,692 -1%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$6.56M +$605K +24,039 +10%
SWP
95
SIMA Wealth Partners
Virginia
$6.48M -$257K -10,214 -4%
CWM
96
Cooke Wealth Management
California
$6.33M +$6.34M +252,010 New
Mariner
97
Mariner
Kansas
$6.32M +$168K +6,665 +3%
DSAM
98
Dock Street Asset Management
Florida
$6.15M +$6.17M +245,140 New
MWM
99
Maridea Wealth Management
New York
$6.14M +$1.32M +52,301 +27%
SWA
100
Stratos Wealth Advisors
Ohio
$6.09M -$1.55M -61,761 -20%