Schwab Intermediately-Term US Treasury ETF
SCHR
503 hedge funds and large institutions have $11B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 233 increasing their positions, 143 reducing their positions, and 49 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 143
10% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 49
6% more capital invested
Capital invested by funds: $10.4B → $11B (+$587M)
1.35% more ownership
Funds ownership: 81.21% → 82.56% (+1.3%)
2% less funds holding
Funds holding: 511 → 503 (-8)
11% less funds holding in top 10
Funds holding in top 10: 45 → 40 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$343M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$143M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$119M |
| 4 |
LPL Financial
San Diego,
California
|
+$44.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$34.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$72.2M |
| 2 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$39.8M |
| 3 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
-$23.9M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$23.6M |
| 5 |
DWM
Diversify Wealth Management
Sandy,
Utah
|
-$21M |
SCHR Hedge Fund Activity: Q2 2026 in Review
503 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q2 2026, worth a combined $11B — up 5.7% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new SCHR positions and 49 closed out — a net gain of 5 holders — while 233 added to existing stakes and 143 trimmed.
The largest buyer was Charles Schwab, adding an estimated $343M. The largest seller was State Street, exiting entirely with an estimated $72.2M sold.
- 503 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q2 2026, down from 511 in Q1 2026.
- Funds reported $11B of Schwab Intermediately-Term US Treasury ETF stock for Q2 2026, up 5.7% quarter-over-quarter.
- 54 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q2 2026 and 49 closed out, a net change of +5 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q2 2026 was Charles Schwab, an estimated $343M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q2 2026 was State Street, an estimated $72.2M sold.
Based on aggregated 13F filings for Q2 2026.