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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

449 hedge funds and large institutions have $9.14B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 187 increasing their positions, 141 reducing their positions, and 43 closing their positions.

Holders
449
Holders Change
+16
Holders Change %
+3.7%
% of All Funds
6.03%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
68
Increased
187
Reduced
141
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$559M
2
Charles Schwab
2
Charles Schwab
California
$5.55B
3
ETC
3
Exchange Traded Concepts
Oklahoma
$43.6M
4
Cerity Partners
4
Cerity Partners
New York
$41.4M
5
MFT
5
Moisand Fitzgerald Tamayo
Florida
$81.5M

Top Sellers

1
WCF
1
West Coast Financial
California
$0
2
Ameriprise
2
Ameriprise
Minnesota
$306M
3
FCI
3
Financial Counselors Inc
Kansas
$0
4
NCM
4
Northwest Capital Management
Oregon
$3.94M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8.71M
Name Market Value Shares Shares
Change 		Shares
Change %
WHCI
101
W.H. Cornerstone Investments
Massachusetts
$5.04M 201,528 +12,161 +6%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$4.95M 197,777 +59,269 +43%
M
103
MYeCFO
California
$4.93M 192,887 +4,974 +3%
BPW
104
BLVD Private Wealth
Kentucky
$4.73M 188,785 +188,785 New
NFTC
105
North Forty Two & Co
Oregon
$4.68M 187,036 -375 -0.2%
IA
106
Inspire Advisors
Idaho
$4.67M 186,543 +94,921 +104%
KAS
107
Kestra Advisory Services
Texas
$4.64M 185,296 +12,975 +8%
CCM
108
Cloud Capital Management
Washington
$4.44M 177,509 -2,999 -2%
HP
109
Hilltop Partners
Indiana
$4.4M 175,852 +4,552 +3%
FIA
110
Foundations Investment Advisors
Arizona
$4.37M 174,563 +15,187 +10%
DAS
111
Dynamic Advisor Solutions
Arizona
$4.36M 174,175 -8,957 -5%
MA
112
Modus Advisors
Minnesota
$4.32M 172,446 +2,174 +1%
CM
113
Columbus Macro
Pennsylvania
$4.23M 169,111 +30,829 +22%
SFC
114
SYM Financial Corp
Indiana
$4.1M 163,660 +36,074 +28%
NCM
115
Northwest Capital Management
Oregon
$3.94M 157,342 -697,374 -82%
GP
116
Greenline Partners
New York
$3.82M 152,684 +150,272 +6,230%
Osaic Holdings
117
Osaic Holdings
Arizona
$3.77M 153,285 +13,947 +10%
ULWM
118
Upper Left Wealth Management
Florida
$3.7M 147,736 +392 +0.3%
HighTower Advisors
119
HighTower Advisors
Illinois
$3.67M 146,726 +16,920 +13%
CCA
120
Cobblestone Capital Advisors
New York
$3.59M 143,237 +15,868 +12%
SCM
121
SCS Capital Management
Massachusetts
$3.44M 137,631 +13,334 +11%
Comerica Bank
122
Comerica Bank
Texas
$3.34M 133,633 +49,241 +58%
AA
123
Addison Advisors
Vermont
$3.29M 131,409 -7,747 -6%
PCM
124
Passive Capital Management
Maryland
$3.2M 128,676 +1,563 +1%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$3.18M 127,176 -31,068 -20%
3 4
5
6 7