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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

462 hedge funds and large institutions have $9.17B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 189 increasing their positions, 148 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 45

28% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 148

5% more funds holding

Funds holding: 441 → 462 (+21)

5% more funds holding in top 10

Funds holding in top 10: 43 → 45 (+2)

4% more capital invested

Capital invested by funds: $8.83B → $9.17B (+$332M)

0.18% less ownership

Funds ownership: 84.25% → 84.08% (-0.18%)

Holders
462
Holders Change
+21
Holders Change %
+4.76%
% of All Funds
6.08%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.59%
New
71
Increased
189
Reduced
148
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$93.4M
2
Charles Schwab
Charles Schwab
California
+$58.8M
3
ETC
Exchange Traded Concepts
Oklahoma
+$43.1M
4
Cerity Partners
Cerity Partners
New York
+$40.5M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$27.8M

Top Sellers

Rank Fund Capital Flow
1
FCI
Financial Counselors Inc
Kansas
-$21.9M
2
Ameriprise
Ameriprise
Minnesota
-$21.7M
3
NCM
Northwest Capital Management
Oregon
-$17.3M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.8M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
151
Tortoise Investment Management
New York
$2.29M +$623K +25,129 +38%
FFN
152
Focus Financial Network
Minnesota
$2.26M +$7.48K +302 +0.3%
CAG
153
Csenge Advisory Group
Florida
$2.23M +$128K +5,180 +6%
GG
154
GenWealth Group
New Jersey
$2.22M +$31.1K +1,256 +1%
BCM
155
Barden Capital Management
Texas
$2.2M -$89K -3,591 -4%
FC
156
Financial Consulate
Maryland
$2.2M -$40.7K -1,642 -2%
Citadel Advisors
157
Citadel Advisors
Florida
$2.2M +$919K +37,085 +73%
IJWM
158
Inman Jager Wealth Management
Mississippi
$2.17M +$646K +26,059 +43%
GS
159
GWN Securities
Florida
$2.12M +$1.04M +41,879 +98%
EG
160
Enstar Group
Bermuda
$2.09M – – –
KFG
161
Kelly Financial Group
Connecticut
$2.09M -$59.7K -2,411 -3%
MFG
162
Mendota Financial Group
Wisconsin
$2.08M +$220K +8,879 +12%
PS
163
Principal Securities
Iowa
$2.06M -$16.4K -662 -0.8%
FFA
164
Farther Finance Advisors
California
$1.99M -$261K -10,539 -12%
PWM
165
Perigon Wealth Management
California
$1.98M +$262K +10,580 +15%
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$1.96M +$223K +8,989 +13%
FA
167
Fermata Advisors
California
$1.95M +$168K +6,797 +10%
MG
168
MilWealth Group
Wisconsin
$1.93M -$56.3K -2,271 -3%
Financial Engines Advisors
169
Financial Engines Advisors
California
$1.86M -$718K -28,960 -28%
CST
170
Charles Schwab Trust
Nevada
$1.84M +$510K +20,580 +39%
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$1.78M +$1.76M +71,106 New
KFS
172
Kaizen Financial Strategies
California
$1.77M +$94.9K +3,828 +6%
IWM
173
IHT Wealth Management
Illinois
$1.74M -$602K -24,298 -26%
HCM
174
Hutchinson Capital Management
California
$1.69M +$465K +18,784 +38%
NRWA
175
North Ridge Wealth Advisors
Oregon
$1.68M – – –
5 6
7
8 9

SCHR Hedge Fund Activity: Q2 2025 in Review

462 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q2 2025, worth a combined $9.17B — up 3.8% from $8.83B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SCHR positions and 45 closed out — a net gain of 26 holders — while 189 added to existing stakes and 148 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $93.4M. The largest seller was Financial Counselors Inc, exiting entirely with an estimated $21.9M sold.

  • 462 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q2 2025, up from 441 in Q1 2025.
  • Funds reported $9.17B of Schwab Intermediately-Term US Treasury ETF stock for Q2 2025, up 3.8% quarter-over-quarter.
  • 71 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q2 2025 and 45 closed out, a net change of +26 holders.
  • The largest Schwab Intermediately-Term US Treasury ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $93.4M added.
  • The largest Schwab Intermediately-Term US Treasury ETF seller in Q2 2025 was Financial Counselors Inc, an estimated $21.9M sold.

Based on aggregated 13F filings for Q2 2025.