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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

433 hedge funds and large institutions have $8.82B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+12
Holders Change %
+2.85%
% of All Funds
5.88%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.57%
New
65
Increased
200
Reduced
126
Closed
38
Calls
$22K
Puts
$76K
Net Calls
-$54K
Net Calls Change
-$120K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$462M
2
Charles Schwab
Charles Schwab
California
$5.45B
3
AssetMark Inc
AssetMark Inc
California
$38.4M
4
HPA
High Probability Advisors
New York
$28.2M
5
AA
Advisory Alpha
Michigan
$30.7M

Top Sellers

1
GP
Greenline Partners
New York
$3.84M
2
Bank of America
Bank of America
North Carolina
$84.4M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$0
4
SIA
SeaBridge Investment Advisors
New Jersey
$0
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$56.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KGP
176
Keystone Global Partners
Colorado
$1.64M +$1.64M +66,077 New
WPIC
177
White Pine Investment Company
Michigan
$1.58M +$1.58M +63,639 New
Betterment LLC
178
Betterment LLC
New York
$1.58M +$66.5K +2,677 +4%
MCM
179
Mendel Capital Management
Arkansas
$1.57M +$3.08K +124 +0.2%
CA
180
CoreCap Advisors
Michigan
$1.55M -$1.08M -43,351 -41%
SFM
181
Signet Financial Management
New Jersey
$1.51M +$1.51M +60,711 New
IJWM
182
Inman Jager Wealth Management
Mississippi
$1.5M +$248K +9,982 +20%
SP
183
Successful Portfolios
Florida
$1.49M +$7.36K +296 +0.5%
WJA
184
Willis Johnson & Associates
Texas
$1.47M +$277K +11,125 +23%
Goldman Sachs
185
Goldman Sachs
New York
$1.47M +$1.47M +59,079 New
DI
186
Diligent Investors
California
$1.41M -$93.8K -3,775 -6%
WIP
187
WealthCare Investment Partners
Rhode Island
$1.36M -$207K -8,343 -13%
Truist Financial
188
Truist Financial
North Carolina
$1.35M +$1.35M +54,166 New
CST
189
Charles Schwab Trust
Nevada
$1.31M -$6.91K -278 -0.5%
Citadel Advisors
190
Citadel Advisors
Florida
$1.26M +$1.03M +41,323 +439%
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$1.26M +$247K +9,937 +24%
SWM
192
SeaCrest Wealth Management
New York
$1.22M -$252K -10,132 -17%
HCM
193
Hutchinson Capital Management
California
$1.22M – – –
AMG
194
Asset Management Group
Connecticut
$1.18M +$7.21K +290 +0.6%
JWM
195
JFG Wealth Management
Colorado
$1.18M +$79.4K +3,192 +7%
CFIA
196
Cantor Fitzgerald Investment Advisors
New York
$1.15M +$144K +5,808 +14%
IWA
197
Integrity Wealth Advisors
California
$1.14M +$5.17K +208 +0.5%
WIM
198
Waycross Investment Management
Washington
$1.13M – – –
BHPW
199
Beverly Hills Private Wealth
California
$1.13M -$1.47K -59 -0.1%
AI
200
Atria Investments
North Carolina
$1.12M +$1.12M +44,956 New
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