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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 %
WHCI
101
W.H. Cornerstone Investments
Massachusetts
$4.71M +$340K +13,668 +8%
M
102
MYeCFO
California
$4.67M +$239K +9,614 +5%
NFTC
103
North Forty Two & Co
Oregon
$4.66M +$141K +5,676 +3%
Renaissance Technologies
104
Renaissance Technologies
New York
$4.65M +$4.65M +187,000 New
DAS
105
Dynamic Advisor Solutions
Arizona
$4.55M +$4.55M +183,132 New
CCM
106
Cloud Capital Management
Washington
$4.49M +$4.49M +180,508 New
KAS
107
Kestra Advisory Services
Texas
$4.28M +$813K +32,720 +23%
HP
108
Hilltop Partners
Indiana
$4.26M +$148K +5,962 +4%
MA
109
Modus Advisors
Minnesota
$4.23M -$108K -4,340 -2%
FIA
110
Foundations Investment Advisors
Arizona
$3.96M +$328K +13,196 +9%
Jane Street
111
Jane Street
New York
$3.93M +$3.72M +149,472 +1,697%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$3.93M +$583K +23,434 +17%
FLPIM
113
F.L. Putnam Investment Management
Massachusetts
$3.9M -$2.52M -101,395 -39%
GP
114
Greenline Partners
New York
$3.84M -$889M -558,824 -100%
ULWM
115
Upper Left Wealth Management
Florida
$3.66M +$994K +39,967 +37%
Osaic Holdings
116
Osaic Holdings
Arizona
$3.46M -$1.23M -49,409 -26%
AA
117
Addison Advisors
Vermont
$3.46M +$314K +12,615 +10%
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$3.44M -$85K -3,420 -2%
CM
119
Columbus Macro
Pennsylvania
$3.44M +$85.2K +3,429 +3%
AFP
120
Ausdal Financial Partners
Iowa
$3.35M +$285K +11,472 +9%
HighTower Advisors
121
HighTower Advisors
Illinois
$3.23M -$108K -4,364 -3%
SFC
122
SYM Financial Corp
Indiana
$3.17M -$216K -8,691 -6%
CCA
123
Cobblestone Capital Advisors
New York
$3.17M +$164K +6,581 +5%
PCM
124
Passive Capital Management
Maryland
$3.16M +$20.2K +811 +0.6%
SCM
125
SCS Capital Management
Massachusetts
$3.09M +$3.09M +124,297 New
3 4
5
6 7