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SCHR

Schwab Intermediately-Term US Treasury ETF

480 hedge funds and large institutions have $9.97B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 121

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

2% more funds holding

Funds holding: 471480 (+9)

4% more capital invested

Capital invested by funds: $9.56B → $9.97B (+$416M)

1.13% less ownership

Funds ownership: 83.21%82.09% (-1.1%)

Holders
480
Holders Change
+9
Holders Change %
+1.91%
% of All Funds
5.84%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.57%
New
65
Increased
239
Reduced
121
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
151
Atomi Financial Group
New York
$2.78M -$10.5K -419 -0.4%
GP
152
Greenline Partners
New York
$2.75M -$357K -14,187 -11%
Thrivent Financial for Lutherans
153
Thrivent Financial for Lutherans
Minnesota
$2.73M +$2.74M +108,943 New
CFD
154
Creative Financial Designs
Indiana
$2.72M +$1.94K +77 +0.1%
FA
155
Fermata Advisors
California
$2.68M -$291K -11,573 -10%
SIC
156
Salem Investment Counselors
North Carolina
$2.67M -$94.9K -3,770 -3%
SWP
157
Stratos Wealth Partners
Ohio
$2.66M -$209K -8,299 -7%
PAS
158
Park Avenue Securities
New York
$2.64M +$580K +23,065 +28%
SWM
159
Spire Wealth Management
Virginia
$2.62M +$12.7K +505 +0.5%
AWM
160
Adams Wealth Management
Utah
$2.57M -$19.3K -766 -0.7%
CI
161
CacheTech Inc
Utah
$2.57M -$19.3K -766 -0.7%
MFG
162
Mendota Financial Group
Wisconsin
$2.5M +$190K +7,536 +8%
SC
163
Savant Capital
Illinois
$2.48M -$53.9K -2,140 -2%
WIP
164
WealthCare Investment Partners
Rhode Island
$2.43M +$329K +13,080 +16%
Comerica Bank
165
Comerica Bank
Texas
$2.42M -$289K -11,493 -11%
BCM
166
Barden Capital Management
Texas
$2.4M +$283K +11,232 +13%
PS
167
Principal Securities
Iowa
$2.37M +$167K +6,646 +8%
KFS
168
Kaizen Financial Strategies
California
$2.35M +$292K +11,597 +14%
PCM
169
Passive Capital Management
Maryland
$2.33M +$31K +1,233 +1%
GG
170
GenWealth Group
New Jersey
$2.32M +$30.3K +1,205 +1%
Financial Engines Advisors
171
Financial Engines Advisors
California
$2.23M +$358K +14,234 +19%
FFN
172
Focus Financial Network
Minnesota
$2.2M -$126K -5,025 -5%
KFG
173
Kelly Financial Group
Connecticut
$2.19M +$15.9K +633 +0.7%
HCM
174
Hutchinson Capital Management
California
$2.18M +$179K +7,109 +9%
Corient Private Wealth
175
Corient Private Wealth
Florida
$2.16M +$1.37M +54,358 +172%