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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

451 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, 142 reducing their positions, and 43 closing their positions.

Holders
451
Holders Change
+18
Holders Change %
+4.16%
% of All Funds
6.05%
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
142
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$559M
2
Charles Schwab
2
Charles Schwab
California
$5.55B
3
ETC
3
Exchange Traded Concepts
Oklahoma
$43.6M
4
Cerity Partners
4
Cerity Partners
New York
$41.4M
5
MFT
5
Moisand Fitzgerald Tamayo
Florida
$81.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$306M
2
FCI
2
Financial Counselors Inc
Kansas
$0
3
NCM
3
Northwest Capital Management
Oregon
$3.94M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$8.71M
5
TI
5
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
151
Financial Consulate
Maryland
$2.2M -$41.1K -1,642 -2%
Citadel Advisors
152
Citadel Advisors
Florida
$2.2M +$928K +37,085 +73%
IJWM
153
Inman Jager Wealth Management
Mississippi
$2.17M +$652K +26,059 +43%
GS
154
GWN Securities
Florida
$2.12M +$1.05M +41,879 +98%
EG
155
Enstar Group
Bermuda
$2.09M – – –
KFG
156
Kelly Financial Group
Connecticut
$2.09M -$60.3K -2,411 -3%
MFG
157
Mendota Financial Group
Wisconsin
$2.08M +$222K +8,879 +12%
PS
158
Principal Securities
Iowa
$2.06M -$16.6K -662 -0.8%
FFA
159
Farther Finance Advisors
California
$1.99M -$264K -10,539 -12%
PWM
160
Perigon Wealth Management
California
$1.98M +$265K +10,580 +15%
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$1.96M +$225K +8,989 +13%
FA
162
Fermata Advisors
California
$1.95M +$170K +6,797 +10%
MG
163
MilWealth Group
Wisconsin
$1.93M -$56.8K -2,271 -3%
Financial Engines Advisors
164
Financial Engines Advisors
California
$1.86M -$725K -28,960 -28%
CST
165
Charles Schwab Trust
Nevada
$1.84M +$515K +20,580 +39%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$1.78M +$1.78M +71,106 New
KFS
167
Kaizen Financial Strategies
California
$1.77M +$95.8K +3,828 +6%
IWM
168
IHT Wealth Management
Illinois
$1.74M -$608K -24,298 -26%
HCM
169
Hutchinson Capital Management
California
$1.69M +$470K +18,784 +38%
NRWA
170
North Ridge Wealth Advisors
Oregon
$1.68M – – –
CA
171
CoreCap Advisors
Michigan
$1.68M +$123K +4,912 +8%
PIWA
172
Prevail Innovative Wealth Advisors
Kansas
$1.67M -$826K -33,004 -33%
WA
173
Waverly Advisors
Alabama
$1.66M -$113K -4,528 -6%
KGP
174
Keystone Global Partners
Colorado
$1.65M -$3.25K -130 -0.2%
SAI
175
Savvy Advisors Inc
New York
$1.65M -$128K -5,119 -7%
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