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SCHR

Schwab Intermediately-Term US Treasury ETF

508 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 230 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 36

69% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 136

6% more funds holding

Funds holding: 480508 (+28)

4% more capital invested

Capital invested by funds: $9.97B → $10.4B (+$420M)

0.88% less ownership

Funds ownership: 82.09%81.2% (-0.88%)

4% less funds holding in top 10

Funds holding in top 10: 4745 (-2)

Holders
508
Holders Change
+28
Holders Change %
+5.83%
% of All Funds
6.26%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.55%
New
74
Increased
230
Reduced
136
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
76
Raymond James Financial
Florida
$10.5M +$985K +39,284 +10%
CPC
77
Cadia Private Client
New Jersey
$10.2M +$9.3K +371 +0.1%
DWP
78
Destiny Wealth Partners
Florida
$10.2M +$24.8K +988 +0.2%
BlackRock
79
BlackRock
New York
$9.77M -$3.43M -136,774 -26%
SA
80
Scarborough Advisors
Maryland
$9.68M +$9.74M +388,797 New
HCWM
81
Hidden Cove Wealth Management
Washington
$9.48M +$8.3M +331,172 +670%
DC
82
Darrow Company
Massachusetts
$9.4M +$86.8K +3,464 +0.9%
MML Investors Services
83
MML Investors Services
Massachusetts
$9.4M -$4.41M -175,875 -32%
BC
84
Bulwark Capital
Florida
$8.99M +$8.81M +351,360 +3,681%
CCM
85
Cloud Capital Management
Washington
$8.86M +$2.93M +116,886 +49%
BEI
86
Benjamin Edwards Inc
Missouri
$8.77M +$990K +39,487 +13%
BSTWA
87
Blake Schutter Theil Wealth Advisors
Ohio
$8.76M -$26.4K -1,054 -0.3%
ATI
88
Act Two Investors
California
$8.72M -$459K -18,310 -5%
CWM
89
Centric Wealth Management
Illinois
$8.69M +$344K +13,717 +4%
SAI
90
Savvy Advisors Inc
New York
$8.68M +$4.55M +181,654 +109%
Mariner
91
Mariner
Kansas
$8.58M +$2.32M +92,491 +37%
KFS
92
Kelly Financial Services
Massachusetts
$8.56M +$504K +20,099 +6%
VA
93
Valmark Advisers
Ohio
$8.42M -$1.72M -68,616 -17%
TVAMP
94
Tennessee Valley Asset Management Partners
Tennessee
$8.23M -$29.3K -1,167 -0.4%
Osaic Holdings
95
Osaic Holdings
Arizona
$8.21M +$1.4M +56,042 +20%
DSAM
96
Dock Street Asset Management
Florida
$7.88M +$1.78M +71,077 +29%
KGP
97
Keystone Global Partners
Colorado
$7.69M +$4.33M +172,879 +127%
SPA
98
Sentinel Pension Advisors
Massachusetts
$7.69M -$446K -17,785 -5%
HPG
99
Harvest Portfolios Group
Ontario, Canada
$7.62M +$729K +29,091 +11%
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$7.57M -$193K -7,713 -2%