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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

473 hedge funds and large institutions have $9.56B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 223 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 120

39% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 46

2% more funds holding

Funds holding: 462 → 473 (+11)

2% more funds holding in top 10

Funds holding in top 10: 45 → 46 (+1)

4% more capital invested

Capital invested by funds: $9.17B → $9.56B (+$391M)

0.86% less ownership

Funds ownership: 84.08% → 83.22% (-0.86%)

Holders
473
Holders Change
+11
Holders Change %
+2.38%
% of All Funds
6.21%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.6%
New
64
Increased
223
Reduced
120
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$161M
2
Ameriprise
Ameriprise
Minnesota
+$36.2M
3
Cerity Partners
Cerity Partners
New York
+$30.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.1M
5
ETC
Exchange Traded Concepts
Oklahoma
+$25.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$69.5M
2
AssetMark Inc
AssetMark Inc
California
-$36.5M
3
ACM
AlphaStar Capital Management
North Carolina
-$21.4M
4
EF
Empowered Funds
Pennsylvania
-$12.7M
5
ODA
One Degree Advisors
California
-$6.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
151
Comerica Bank
Texas
$2.71M -$641K -25,658 -19%
PK
152
Pflug Koory
Nebraska
$2.69M +$69.4K +2,777 +3%
EAM
153
Empirical Asset Management
Massachusetts
$2.62M +$2.6M +104,229 New
SWM
154
Spire Wealth Management
Virginia
$2.61M -$61K -2,441 -2%
AWM
155
Adams Wealth Management
Utah
$2.59M -$428K -17,118 -14%
CI
156
CacheTech Inc
Utah
$2.59M -$428K -17,118 -14%
SC
157
Savant Capital
Illinois
$2.54M +$2.52M +101,009 New
JSA
158
Jacobson & Schmitt Advisors
Wisconsin
$2.43M +$27.1K +1,085 +1%
KWM
159
Kingsview Wealth Management
Oregon
$2.41M +$56.6K +2,264 +2%
IJWM
160
Inman Jager Wealth Management
Mississippi
$2.37M +$192K +7,695 +9%
FFN
161
Focus Financial Network
Minnesota
$2.33M +$62.2K +2,488 +3%
MFG
162
Mendota Financial Group
Wisconsin
$2.31M +$228K +9,137 +11%
PCM
163
Passive Capital Management
Maryland
$2.3M -$924K -36,995 -29%
GG
164
GenWealth Group
New Jersey
$2.29M +$62.2K +2,490 +3%
PS
165
Principal Securities
Iowa
$2.21M +$138K +5,503 +7%
AIA
166
Alternative Investment Advisors
Florida
$2.19M -$354K -14,160 -14%
KFG
167
Kelly Financial Group
Connecticut
$2.18M +$78.6K +3,146 +4%
FC
168
Financial Consulate
Maryland
$2.17M -$37.6K -1,503 -2%
BCM
169
Barden Capital Management
Texas
$2.13M -$84.2K -3,368 -4%
WIP
170
WealthCare Investment Partners
Rhode Island
$2.11M +$450K +17,997 +27%
PWM
171
Perigon Wealth Management
California
$2.1M +$113K +4,512 +6%
EG
172
Enstar Group
Bermuda
$2.1M – – –
PAS
173
Park Avenue Securities
New York
$2.06M +$1.1M +43,875 +115%
KFS
174
Kaizen Financial Strategies
California
$2.06M +$281K +11,248 +16%
HCM
175
Hutchinson Capital Management
California
$2.01M +$307K +12,274 +18%
5 6
7
8 9

SCHR Hedge Fund Activity: Q3 2025 in Review

473 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q3 2025, worth a combined $9.56B — up 4.3% from $9.17B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SCHR positions and 46 closed out — a net gain of 18 holders — while 223 added to existing stakes and 120 trimmed.

The largest buyer was Charles Schwab, adding an estimated $161M. The largest seller was Royal Bank of Canada, cutting an estimated $69.5M.

  • 473 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q3 2025, up from 462 in Q2 2025.
  • Funds reported $9.56B of Schwab Intermediately-Term US Treasury ETF stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 64 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q3 2025 and 46 closed out, a net change of +18 holders.
  • The largest Schwab Intermediately-Term US Treasury ETF buyer in Q3 2025 was Charles Schwab, an estimated $161M added.
  • The largest Schwab Intermediately-Term US Treasury ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2025.