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SCHR

Schwab Intermediately-Term US Treasury ETF

508 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 230 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 36

69% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 136

6% more funds holding

Funds holding: 480508 (+28)

4% more capital invested

Capital invested by funds: $9.97B → $10.4B (+$420M)

0.88% less ownership

Funds ownership: 82.09%81.2% (-0.88%)

4% less funds holding in top 10

Funds holding in top 10: 4745 (-2)

Holders
508
Holders Change
+28
Holders Change %
+5.83%
% of All Funds
6.26%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.55%
New
74
Increased
230
Reduced
136
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Maridea Wealth Management
New York
$7.35M +$1.26M +50,281 +21%
PC
102
Payne Capital
Oregon
$7.33M -$767K -30,588 -9%
SWP
103
SIMA Wealth Partners
Virginia
$7.28M +$853K +34,048 +13%
LKBC
104
L.K. Benson & Company
Maryland
$7.2M +$1.6M +63,729 +28%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$6.91M +$390K +15,549 +6%
CW
106
CreativeOne Wealth
Kansas
$6.87M +$6.04M +241,133 +692%
IA
107
Integrity Alliance
Iowa
$6.62M +$6.66M +265,821 New
FIA
108
Foundations Investment Advisors
Arizona
$6.58M +$1.19M +47,285 +22%
CWM
109
Cooke Wealth Management
California
$6.54M +$261K +10,401 +4%
SFM
110
Signet Financial Management
New Jersey
$6.52M +$1.91M +76,085 +41%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$6.11M +$1.57M +62,648 +34%
KAS
112
Kestra Advisory Services
Texas
$6.04M +$153K +6,106 +3%
M
113
MYeCFO
California
$5.92M +$384K +15,313 +7%
RWM
114
Refined Wealth Management
Utah
$5.69M +$5.73M +228,477 New
FTUS
115
Flow Traders U.S.
New York
$5.56M +$5.59M +223,175 New
CKAIS
116
Christensen King & Associates Investment Services
Washington
$5.53M +$180K +7,197 +3%
ISWM
117
Independent Solutions Wealth Management
New York
$5.46M -$13.9K -554 -0.3%
CW
118
Code Waechter
Florida
$5.38M +$265K +10,571 +5%
HWMC
119
Heritage Wealth Management (California)
California
$5.37M +$276K +11,008 +5%
SCI
120
Stableford Capital II
Arizona
$5.35M +$94.8K +3,781 +2%
WHCI
121
W.H. Cornerstone Investments
Massachusetts
$5.08M -$67.2K -2,682 -1%
LW
122
Libra Wealth
California
$5.03M
WWM
123
WT Wealth Management
Arizona
$4.96M -$407K -16,255 -8%
MA
124
Modus Advisors
Minnesota
$4.91M +$313K +12,507 +7%
IA
125
Inspire Advisors
Idaho
$4.6M +$882K +35,189 +24%