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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
ULWM
126
Upper Left Wealth Management
Florida
$4.18M +$374K +14,867 +10%
SFC
127
SYM Financial Corp
Indiana
$3.86M +$30.6K +1,215 +0.8%
AFP
128
Ausdal Financial Partners
Iowa
$3.82M +$462K +18,374 +14%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$3.78M +$538K +21,383 +17%
AssetMark Inc
130
AssetMark Inc
California
$3.78M +$148K +5,869 +4%
IA
131
Inspire Advisors
Idaho
$3.75M -$1.62M -64,183 -30%
CM
132
Columbus Macro
Pennsylvania
$3.63M +$293K +11,659 +9%
TRCT
133
Tower Research Capital (TRC)
New York
$3.56M +$3.57M +141,692 +211,481%
FF
134
Farrow Financial
Vermont
$3.53M +$3.34M +132,827 +1,657%
FTA
135
Financial & Tax Architects
Missouri
$3.46M +$403K +16,028 +13%
KGP
136
Keystone Global Partners
Colorado
$3.41M +$2.07M +82,236 +153%
JFG
137
JDM Financial Group
Texas
$3.4M +$3.42M +135,762 New
AA
138
Addison Advisors
Vermont
$3.31M -$2.89K -115 -0.1%
CAG
139
Csenge Advisory Group
Florida
$3.27M +$406K +16,129 +14%
SCM
140
SCS Capital Management
Massachusetts
$3.19M -$215K -8,560 -6%
William Blair & Company
141
William Blair & Company
Illinois
$3.08M +$306K +12,141 +11%
MPM
142
Meritage Portfolio Management
Kansas
$3.01M +$142K +5,648 +5%
VT
143
Vise Technologies
New York
$2.91M +$172K +6,833 +6%
DAS
144
Dynamic Advisor Solutions
Arizona
$2.9M +$28.3K +1,123 +1%
WF
145
Williams Financial
Vermont
$2.84M +$2.85M +113,341 New
KW
146
Keyvantage Wealth
Pennsylvania
$2.84M -$9.03M -358,697 -76%
HI
147
Hendershot Investments
Virginia
$2.83M -$97.7K -3,881 -3%
IJWM
148
Inman Jager Wealth Management
Mississippi
$2.82M +$462K +18,376 +20%
PK
149
Pflug Koory
Nebraska
$2.81M +$129K +5,129 +5%
TCM
150
Tran Capital Management
California
$2.79M +$2.31M +91,780 +475%