We are live on ! Find out more
SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

473 hedge funds and large institutions have $9.56B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 223 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 120

39% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 46

2% more funds holding

Funds holding: 462 → 473 (+11)

2% more funds holding in top 10

Funds holding in top 10: 45 → 46 (+1)

4% more capital invested

Capital invested by funds: $9.17B → $9.56B (+$391M)

0.86% less ownership

Funds ownership: 84.08% → 83.22% (-0.86%)

Holders
473
Holders Change
+11
Holders Change %
+2.38%
% of All Funds
6.21%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.6%
New
64
Increased
223
Reduced
120
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$161M
2
Ameriprise
Ameriprise
Minnesota
+$36.2M
3
Cerity Partners
Cerity Partners
New York
+$30.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.1M
5
ETC
Exchange Traded Concepts
Oklahoma
+$25.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$69.5M
2
AssetMark Inc
AssetMark Inc
California
-$36.5M
3
ACM
AlphaStar Capital Management
North Carolina
-$21.4M
4
EF
Empowered Funds
Pennsylvania
-$12.7M
5
ODA
One Degree Advisors
California
-$6.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
126
Diversify Advisory Services
Utah
$3.66M +$3.65M +145,968 New
AssetMark Inc
127
AssetMark Inc
California
$3.64M -$36.5M -1,459,499 -91%
CCA
128
Cobblestone Capital Advisors
New York
$3.63M +$32.4K +1,296 +0.9%
SCM
129
SCS Capital Management
Massachusetts
$3.41M -$51.6K -2,065 -2%
AFP
130
Ausdal Financial Partners
Iowa
$3.37M +$364K +14,562 +12%
SAI
131
Savvy Advisors Inc
New York
$3.37M +$1.7M +68,229 +104%
CM
132
Columbus Macro
Pennsylvania
$3.34M -$902K -36,096 -21%
SFM
133
Signet Financial Management
New Jersey
$3.33M +$883K +35,337 +36%
AA
134
Addison Advisors
Vermont
$3.32M +$18.1K +725 +0.6%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$3.25M +$54.6K +2,185 +2%
GP
136
Greenline Partners
New York
$3.11M -$723K -28,924 -19%
FTA
137
Financial & Tax Architects
Missouri
$3.06M +$242K +9,700 +9%
FA
138
Fermata Advisors
California
$2.98M +$1.02M +40,703 +52%
HI
139
Hendershot Investments
Virginia
$2.93M +$124K +4,966 +4%
DAS
140
Dynamic Advisor Solutions
Arizona
$2.88M -$1.49M -59,611 -34%
CAG
141
Csenge Advisory Group
Florida
$2.88M +$617K +24,702 +28%
MPM
142
Meritage Portfolio Management
Kansas
$2.87M +$311K +12,454 +12%
SWP
143
Stratos Wealth Partners
Ohio
$2.87M +$25.1K +1,006 +0.9%
AFG
144
Atomi Financial Group
New York
$2.79M +$344K +13,759 +14%
KSWA
145
Kathleen S. Wright Associates
Pennsylvania
$2.78M +$274K +10,965 +11%
William Blair & Company
146
William Blair & Company
Illinois
$2.78M +$444K +17,760 +19%
SIC
147
Salem Investment Counselors
North Carolina
$2.77M -$700 -28 -0%
Citadel Advisors
148
Citadel Advisors
Florida
$2.76M +$554K +22,179 +25%
VT
149
Vise Technologies
New York
$2.75M -$120K -4,798 -4%
CFD
150
Creative Financial Designs
Indiana
$2.72M +$389K +15,553 +17%
4 5
6
7 8

SCHR Hedge Fund Activity: Q3 2025 in Review

473 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q3 2025, worth a combined $9.56B — up 4.3% from $9.17B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SCHR positions and 46 closed out — a net gain of 18 holders — while 223 added to existing stakes and 120 trimmed.

The largest buyer was Charles Schwab, adding an estimated $161M. The largest seller was Royal Bank of Canada, cutting an estimated $69.5M.

  • 473 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q3 2025, up from 462 in Q2 2025.
  • Funds reported $9.56B of Schwab Intermediately-Term US Treasury ETF stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 64 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q3 2025 and 46 closed out, a net change of +18 holders.
  • The largest Schwab Intermediately-Term US Treasury ETF buyer in Q3 2025 was Charles Schwab, an estimated $161M added.
  • The largest Schwab Intermediately-Term US Treasury ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2025.