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SCHR

Schwab Intermediately-Term US Treasury ETF

508 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 230 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 36

69% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 136

6% more funds holding

Funds holding: 480508 (+28)

4% more capital invested

Capital invested by funds: $9.97B → $10.4B (+$420M)

0.88% less ownership

Funds ownership: 82.09%81.2% (-0.88%)

4% less funds holding in top 10

Funds holding in top 10: 4745 (-2)

Holders
508
Holders Change
+28
Holders Change %
+5.83%
% of All Funds
6.26%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.55%
New
74
Increased
230
Reduced
136
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VT
151
Vise Technologies
New York
$2.91M
TCM
152
Tran Capital Management
California
$2.86M +$94.6K +3,773 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
153
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.83M +$1.72M +68,790 +153%
PK
154
Pflug Koory
Nebraska
$2.82M +$30.2K +1,203 +1%
WF
155
Williams Financial
Vermont
$2.8M -$20.5K -817 -0.7%
KFG
156
Kelly Financial Group
Connecticut
$2.79M +$619K +24,687 +28%
HI
157
Hendershot Investments
Virginia
$2.78M -$31.2K -1,244 -1%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$2.77M +$1.59M +63,626 +133%
AWM
159
Adams Wealth Management
Utah
$2.77M +$220K +8,795 +9%
CI
160
CacheTech Inc
Utah
$2.77M +$220K +8,795 +9%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$2.72M +$4.24K +169 +0.2%
SWP
162
Stratos Wealth Partners
Ohio
$2.71M +$72.1K +2,878 +3%
SIC
163
Salem Investment Counselors
North Carolina
$2.7M +$48.5K +1,937 +2%
LIM
164
Leavell Investment Management
Alabama
$2.59M +$1.32M +52,735 +103%
KW
165
Keyvantage Wealth
Pennsylvania
$2.56M -$259K -10,337 -9%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$2.54M +$1.33M +52,902 +108%
PS
167
Principal Securities
Iowa
$2.54M +$187K +7,473 +8%
MFG
168
Mendota Financial Group
Wisconsin
$2.53M +$43.6K +1,740 +2%
SWM
169
Spire Wealth Management
Virginia
$2.52M -$89.7K -3,579 -3%
FA
170
Fermata Advisors
California
$2.5M -$163K -6,487 -6%
GG
171
GenWealth Group
New Jersey
$2.49M +$194K +7,735 +8%
PAS
172
Park Avenue Securities
New York
$2.49M -$128K -5,107 -5%
BCM
173
Barden Capital Management
Texas
$2.44M +$50.8K +2,025 +2%
SWA
174
Stratos Wealth Advisors
Ohio
$2.39M -$3.68M -146,956 -61%
Jane Street
175
Jane Street
New York
$2.36M +$2.37M +94,613 New