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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

452 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, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+18
Holders Change %
+4.15%
% of All Funds
6.06%
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
143
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$94.4M
2
Charles Schwab
Charles Schwab
California
+$59.4M
3
ETC
Exchange Traded Concepts
Oklahoma
+$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$21.9M
2
FCI
Financial Counselors Inc
Kansas
-$21.9M
3
NCM
Northwest Capital Management
Oregon
-$17.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.9M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LKBC
126
L.K. Benson & Company
Maryland
$3.11M +$658K +26,306 +27%
MML Investors Services
127
MML Investors Services
Massachusetts
$2.99M -$43.2K -1,727 -1%
AFP
128
Ausdal Financial Partners
Iowa
$2.99M -$385K -15,375 -11%
VT
129
Vise Technologies
New York
$2.86M +$2.86M +114,124 New
SWP
130
Stratos Wealth Partners
Ohio
$2.84M +$578K +23,077 +26%
FTA
131
Financial & Tax Architects
Missouri
$2.81M +$411K +16,437 +17%
HI
132
Hendershot Investments
Virginia
$2.79M +$17.1K +685 +0.6%
SIC
133
Salem Investment Counselors
North Carolina
$2.76M -$5.38K -215 -0.2%
SWM
134
Spire Wealth Management
Virginia
$2.67M -$161K -6,427 -6%
PK
135
Pflug Koory
Nebraska
$2.61M +$22.6K +903 +0.9%
PP
136
PrairieView Partners
Minnesota
$2.55M -$89.8K -3,589 -3%
MPM
137
Meritage Portfolio Management
Kansas
$2.55M +$30.3K +1,209 +1%
AIA
138
Alternative Investment Advisors
Florida
$2.54M -$6.88K -275 -0.3%
KSWA
139
Kathleen S. Wright Associates
Pennsylvania
$2.5M -$82.4K -3,292 -3%
AFG
140
Atomi Financial Group
New York
$2.44M +$319K +12,764 +15%
SFM
141
Signet Financial Management
New Jersey
$2.43M +$912K +36,420 +60%
FLPIM
142
F.L. Putnam Investment Management
Massachusetts
$2.41M -$1.52M -60,799 -39%
JSA
143
Jacobson & Schmitt Advisors
Wisconsin
$2.39M +$2.39M +95,447 New
KWM
144
Kingsview Wealth Management
Oregon
$2.34M -$49.2K -1,965 -2%
William Blair & Company
145
William Blair & Company
Illinois
$2.32M -$22.2K -887 -0.9%
CFD
146
Creative Financial Designs
Indiana
$2.32M -$5.62M -224,662 -71%
TIM
147
Tortoise Investment Management
New York
$2.29M +$629K +25,129 +38%
FFN
148
Focus Financial Network
Minnesota
$2.26M +$7.56K +302 +0.3%
CAG
149
Csenge Advisory Group
Florida
$2.23M +$129K +5,180 +6%
GG
150
GenWealth Group
New Jersey
$2.22M +$31.4K +1,256 +1%
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