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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

451 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, 188 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+18
Holders Change %
+4.16%
% of All Funds
6.05%
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
188
Reduced
142
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$306M
2
FCI
Financial Counselors Inc
Kansas
$0
3
NCM
Northwest Capital Management
Oregon
$3.94M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$8.71M
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WHCI
101
W.H. Cornerstone Investments
Massachusetts
$5.04M +$304K +12,161 +6%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$4.95M +$1.48M +59,269 +43%
M
103
MYeCFO
California
$4.93M +$127K +4,974 +3%
BPW
104
BLVD Private Wealth
Kentucky
$4.73M +$4.73M +188,785 New
NFTC
105
North Forty Two & Co
Oregon
$4.68M -$9.39K -375 -0.2%
IA
106
Inspire Advisors
Idaho
$4.67M +$2.38M +94,921 +104%
KAS
107
Kestra Advisory Services
Texas
$4.64M +$325K +12,975 +8%
CCM
108
Cloud Capital Management
Washington
$4.44M -$75K -2,999 -2%
HP
109
Hilltop Partners
Indiana
$4.4M +$114K +4,552 +3%
FIA
110
Foundations Investment Advisors
Arizona
$4.37M +$380K +15,187 +10%
DAS
111
Dynamic Advisor Solutions
Arizona
$4.36M -$224K -8,957 -5%
MA
112
Modus Advisors
Minnesota
$4.32M +$54.4K +2,174 +1%
CM
113
Columbus Macro
Pennsylvania
$4.23M +$772K +30,829 +22%
SFC
114
SYM Financial Corp
Indiana
$4.1M +$903K +36,074 +28%
NCM
115
Northwest Capital Management
Oregon
$3.94M -$17.5M -697,374 -82%
GP
116
Greenline Partners
New York
$3.82M +$3.76M +150,272 +6,230%
Osaic Holdings
117
Osaic Holdings
Arizona
$3.77M +$343K +13,947 +10%
ULWM
118
Upper Left Wealth Management
Florida
$3.7M +$9.81K +392 +0.3%
HighTower Advisors
119
HighTower Advisors
Illinois
$3.67M +$424K +16,920 +13%
CCA
120
Cobblestone Capital Advisors
New York
$3.59M +$397K +15,868 +12%
SCM
121
SCS Capital Management
Massachusetts
$3.44M +$334K +13,334 +11%
Comerica Bank
122
Comerica Bank
Texas
$3.34M +$1.23M +49,241 +58%
AA
123
Addison Advisors
Vermont
$3.29M -$194K -7,747 -6%
PCM
124
Passive Capital Management
Maryland
$3.2M +$38.9K +1,563 +1%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$3.18M -$778K -31,068 -20%
3 4
5
6 7