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SCHR

Schwab Intermediately-Term US Treasury ETF

480 hedge funds and large institutions have $9.97B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 121

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

2% more funds holding

Funds holding: 471480 (+9)

4% more capital invested

Capital invested by funds: $9.56B → $9.97B (+$416M)

1.13% less ownership

Funds ownership: 83.21%82.09% (-1.1%)

Holders
480
Holders Change
+9
Holders Change %
+1.91%
% of All Funds
5.84%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.57%
New
65
Increased
239
Reduced
121
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Cloud Capital Management
Washington
$5.99M +$1.84M +73,174 +44%
KAS
102
Kestra Advisory Services
Texas
$5.93M +$962K +38,234 +19%
BPW
103
BLVD Private Wealth
Kentucky
$5.91M +$576K +22,888 +11%
LKBC
104
L.K. Benson & Company
Maryland
$5.65M +$1.68M +66,928 +42%
SAMC
105
Spectrum Asset Management (California)
California
$5.64M +$3.66M +145,370 +183%
M
106
MYeCFO
California
$5.58M +$481K +19,117 +9%
ISWM
107
Independent Solutions Wealth Management
New York
$5.51M -$45.8K -1,819 -0.8%
FIA
108
Foundations Investment Advisors
Arizona
$5.44M +$624K +24,777 +13%
WWM
109
WT Wealth Management
Arizona
$5.4M +$102K +4,040 +2%
CKAIS
110
Christensen King & Associates Investment Services
Washington
$5.38M +$65.2K +2,589 +1%
SCI
111
Stableford Capital II
Arizona
$5.29M -$328K -13,017 -6%
DAS
112
Diversify Advisory Services
Utah
$5.27M +$1.63M +64,633 +44%
WHCI
113
W.H. Cornerstone Investments
Massachusetts
$5.18M -$98.4K -3,910 -2%
CW
114
Code Waechter
Florida
$5.15M -$41.8K -1,660 -0.8%
HWMC
115
Heritage Wealth Management (California)
California
$5.13M +$107K +4,245 +2%
LW
116
Libra Wealth
California
$5.07M -$5.03K -200 -0.1%
SFM
117
Signet Financial Management
New Jersey
$4.66M +$1.34M +53,172 +40%
MA
118
Modus Advisors
Minnesota
$4.63M +$187K +7,423 +4%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$4.59M +$3.46M +137,529 +304%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$4.51M -$1.83M -72,852 -29%
HP
121
Hilltop Partners
Indiana
$4.4M -$11.3K -451 -0.3%
HighTower Advisors
122
HighTower Advisors
Illinois
$4.29M +$116K +4,622 +3%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$4.26M +$2.76M +109,700 +182%
NFTC
124
North Forty Two & Co
Oregon
$4.24M -$260K -10,344 -6%
SAI
125
Savvy Advisors Inc
New York
$4.19M +$830K +32,987 +25%