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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
HP
126
Hilltop Partners
Indiana
$4.49M +$121K +4,809 +3%
ULWM
127
Upper Left Wealth Management
Florida
$4.38M +$228K +9,115 +5%
SFC
128
SYM Financial Corp
Indiana
$4.31M +$480K +19,144 +12%
IC
129
IEQ Capital
California
$4.24M +$4.26M +170,084 New
NFTC
130
North Forty Two & Co
Oregon
$4.15M -$58.9K -2,350 -1%
AFP
131
Ausdal Financial Partners
Iowa
$4.15M +$355K +14,166 +9%
FTA
132
Financial & Tax Architects
Missouri
$4.1M +$672K +26,828 +19%
FFA
133
Farther Finance Advisors
California
$4.09M +$2.66M +106,098 +181%
FF
134
Farrow Financial
Vermont
$4.05M +$543K +21,646 +15%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$3.85M +$3.87M +154,577 New
CAG
136
Csenge Advisory Group
Florida
$3.74M +$494K +19,704 +15%
IJWM
137
Inman Jager Wealth Management
Mississippi
$3.73M +$928K +37,029 +33%
WIP
138
WealthCare Investment Partners
Rhode Island
$3.71M +$1.31M +52,318 +54%
AssetMark Inc
139
AssetMark Inc
California
$3.59M -$162K -6,471 -4%
SAMC
140
Spectrum Asset Management (California)
California
$3.47M -$2.15M -85,700 -38%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$3.41M -$343K -13,690 -9%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$3.38M -$1.1M -44,057 -24%
CFD
143
Creative Financial Designs
Indiana
$3.37M +$674K +26,881 +25%
AA
144
Addison Advisors
Vermont
$3.27M -$22.8K -910 -0.7%
Renaissance Technologies
145
Renaissance Technologies
New York
$3.23M +$2.12M +84,700 +188%
William Blair & Company
146
William Blair & Company
Illinois
$3.21M +$155K +6,201 +5%
CA
147
Claro Advisors
Massachusetts
$3.19M +$2.88M +114,746 +863%
HCM
148
Hutchinson Capital Management
California
$3.02M +$858K +34,221 +39%
DAS
149
Dynamic Advisor Solutions
Arizona
$3.02M +$137K +5,456 +5%
SCM
150
SCS Capital Management
Massachusetts
$2.94M -$224K -8,942 -7%