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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

433 hedge funds and large institutions have $8.82B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+12
Holders Change %
+2.85%
% of All Funds
5.88%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.57%
New
65
Increased
200
Reduced
126
Closed
38
Calls
$22K
Puts
$76K
Net Calls
-$54K
Net Calls Change
-$120K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$462M
2
Charles Schwab
Charles Schwab
California
$5.45B
3
AssetMark Inc
AssetMark Inc
California
$38.4M
4
HPA
High Probability Advisors
New York
$28.2M
5
AA
Advisory Alpha
Michigan
$30.7M

Top Sellers

1
GP
Greenline Partners
New York
$3.84M
2
Bank of America
Bank of America
North Carolina
$84.4M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$0
4
SIA
SeaBridge Investment Advisors
New Jersey
$0
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$56.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFG
151
Kelly Financial Group
Connecticut
$2.13M -$33.6K -1,353 -2%
AFG
152
Atomi Financial Group
New York
$2.1M +$117K +4,716 +6%
Comerica Bank
153
Comerica Bank
Texas
$2.1M +$370K +14,895 +21%
CAG
154
Csenge Advisory Group
Florida
$2.1M +$436K +17,586 +26%
EG
155
Enstar Group
Bermuda
$2.08M – – –
MM
156
Meridian Management
Arkansas
$2.02M -$88.9K -3,576 -4%
PS
157
Principal Securities
Iowa
$2.02M – – –
MG
158
MilWealth Group
Wisconsin
$1.98M -$82.3K -3,311 -4%
MFG
159
Mendota Financial Group
Wisconsin
$1.84M -$689K -27,733 -27%
GS
160
GTS Securities
New York
$1.77M +$1.31M +52,811 +286%
FA
161
Fermata Advisors
California
$1.76M +$1.31M +52,664 +288%
WA
162
Waverly Advisors
Alabama
$1.76M +$63.4K +2,550 +4%
SAI
163
Savvy Advisors Inc
New York
$1.76M +$227K +9,143 +15%
PFG
164
PAX Financial Group
Texas
$1.75M -$468K -18,810 -21%
RWM
165
RKL Wealth Management
Pennsylvania
$1.74M -$654K -26,304 -27%
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$1.73M +$15.5K +624 +0.9%
PWM
167
Perigon Wealth Management
California
$1.7M +$1.7M +68,566 New
BCI
168
Brinker Capital Investments
Pennsylvania
$1.69M +$1.46M +58,639 +616%
OPS
169
Orion Portfolio Solutions
Nebraska
$1.69M +$1.46M +58,639 +616%
NRWA
170
North Ridge Wealth Advisors
Oregon
$1.67M -$6.51K -262 -0.4%
KFS
171
Kaizen Financial Strategies
California
$1.66M -$59.4K -2,391 -3%
BCM
172
Brookstone Capital Management
Illinois
$1.66M +$538K +21,644 +48%
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$1.65M -$70.7K -2,842 -4%
SPW
174
Sonoma Private Wealth
California
$1.65M -$5.82K -234 -0.4%
TIM
175
Tortoise Investment Management
New York
$1.65M +$775K +31,167 +89%
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