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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

452 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, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+18
Holders Change %
+4.15%
% of All Funds
6.06%
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
143
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$94.4M
2
Charles Schwab
Charles Schwab
California
+$59.4M
3
ETC
Exchange Traded Concepts
Oklahoma
+$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$21.9M
2
FCI
Financial Counselors Inc
Kansas
-$21.9M
3
NCM
Northwest Capital Management
Oregon
-$17.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.9M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
151
Barden Capital Management
Texas
$2.2M -$89.9K -3,591 -4%
FC
152
Financial Consulate
Maryland
$2.2M -$41.1K -1,642 -2%
Citadel Advisors
153
Citadel Advisors
Florida
$2.2M +$928K +37,085 +73%
IJWM
154
Inman Jager Wealth Management
Mississippi
$2.17M +$652K +26,059 +43%
GS
155
GWN Securities
Florida
$2.12M +$1.05M +41,879 +98%
EG
156
Enstar Group
Bermuda
$2.09M – – –
KFG
157
Kelly Financial Group
Connecticut
$2.09M -$60.3K -2,411 -3%
MFG
158
Mendota Financial Group
Wisconsin
$2.08M +$222K +8,879 +12%
PS
159
Principal Securities
Iowa
$2.06M -$16.6K -662 -0.8%
FFA
160
Farther Finance Advisors
California
$1.99M -$264K -10,539 -12%
PWM
161
Perigon Wealth Management
California
$1.98M +$265K +10,580 +15%
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$1.96M +$225K +8,989 +13%
FA
163
Fermata Advisors
California
$1.95M +$170K +6,797 +10%
MG
164
MilWealth Group
Wisconsin
$1.93M -$56.8K -2,271 -3%
Financial Engines Advisors
165
Financial Engines Advisors
California
$1.86M -$725K -28,960 -28%
CST
166
Charles Schwab Trust
Nevada
$1.84M +$515K +20,580 +39%
Thrivent Financial for Lutherans
167
Thrivent Financial for Lutherans
Minnesota
$1.78M +$1.78M +71,106 New
KFS
168
Kaizen Financial Strategies
California
$1.77M +$95.8K +3,828 +6%
IWM
169
IHT Wealth Management
Illinois
$1.74M -$608K -24,298 -26%
HCM
170
Hutchinson Capital Management
California
$1.69M +$470K +18,784 +38%
NRWA
171
North Ridge Wealth Advisors
Oregon
$1.68M – – –
CA
172
CoreCap Advisors
Michigan
$1.68M +$123K +4,912 +8%
PIWA
173
Prevail Innovative Wealth Advisors
Kansas
$1.67M -$826K -33,004 -33%
WA
174
Waverly Advisors
Alabama
$1.66M -$113K -4,528 -6%
KGP
175
Keystone Global Partners
Colorado
$1.65M -$3.25K -130 -0.2%
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