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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
Royal Bank of Canada
Ontario, Canada
$462M
2
Charles Schwab
Charles Schwab
California
$5.45B
3
AssetMark Inc
AssetMark Inc
California
$38.4M
4
HPA
High Probability Advisors
New York
$28.2M
5
AA
Advisory Alpha
Michigan
$30.7M

Top Sellers

1
GP
Greenline Partners
New York
$3.84M
2
Bank of America
Bank of America
North Carolina
$84.4M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$0
4
SIA
SeaBridge Investment Advisors
New Jersey
$0
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$56.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
126
MML Investors Services
Massachusetts
$3.01M -$397K -15,984 -12%
SWM
127
Spire Wealth Management
Virginia
$2.81M -$253K -10,180 -8%
HI
128
Hendershot Investments
Virginia
$2.76M +$79.2K +3,186 +3%
SIC
129
Salem Investment Counselors
North Carolina
$2.75M +$136K +5,480 +5%
PP
130
PrairieView Partners
Minnesota
$2.62M +$576K +23,165 +28%
PK
131
Pflug Koory
Nebraska
$2.57M +$15.1K +608 +0.6%
Financial Engines Advisors
132
Financial Engines Advisors
California
$2.57M -$5.57M -224,198 -68%
KSWA
133
Kathleen S. Wright Associates
Pennsylvania
$2.56M -$22.1K -889 -0.9%
MPM
134
Meritage Portfolio Management
Kansas
$2.5M -$61.6K -2,478 -2%
PIWA
135
Prevail Innovative Wealth Advisors
Kansas
$2.48M +$126K +5,056 +5%
LKBC
136
L.K. Benson & Company
Maryland
$2.44M +$931K +37,467 +62%
FTA
137
Financial & Tax Architects
Missouri
$2.38M -$137K -5,504 -5%
KWM
138
Kingsview Wealth Management
Oregon
$2.37M -$114K -4,572 -5%
OFS
139
OneAscent Financial Services
Alabama
$2.35M +$20.7K +831 +0.9%
IWM
140
IHT Wealth Management
Illinois
$2.33M -$572K -23,009 -20%
William Blair & Company
141
William Blair & Company
Illinois
$2.33M +$70.3K +2,828 +3%
IA
142
Inspire Advisors
Idaho
$2.28M +$175K +7,033 +8%
BCM
143
Barden Capital Management
Texas
$2.28M +$59.2K +2,381 +3%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$2.26M +$1.38M +55,664 +158%
SWP
145
Stratos Wealth Partners
Ohio
$2.24M +$138K +5,561 +7%
FFA
146
Farther Finance Advisors
California
$2.24M +$1.51M +60,921 +208%
FFN
147
Focus Financial Network
Minnesota
$2.24M -$405K -16,285 -15%
FC
148
Financial Consulate
Maryland
$2.23M -$80.2K -3,226 -3%
TRCT
149
Tower Research Capital (TRC)
New York
$2.2M +$2.19M +88,246 +33,941%
GG
150
GenWealth Group
New Jersey
$2.17M -$10.7M -430,029 -83%
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