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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

452 hedge funds and large institutions have $9.14B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+18
Holders Change %
+4.15%
% of All Funds
6.06%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
68
Increased
188
Reduced
143
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$94.4M
2
Charles Schwab
Charles Schwab
California
+$59.4M
3
ETC
Exchange Traded Concepts
Oklahoma
+$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$21.9M
2
FCI
Financial Counselors Inc
Kansas
-$21.9M
3
NCM
Northwest Capital Management
Oregon
-$17.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.9M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAI
176
Savvy Advisors Inc
New York
$1.65M -$128K -5,119 -7%
SPW
177
Sonoma Private Wealth
California
$1.64M -$22.5K -900 -1%
WIP
178
WealthCare Investment Partners
Rhode Island
$1.64M +$277K +11,159 +20%
MCM
179
Mendel Capital Management
Arkansas
$1.63M +$51.6K +2,063 +3%
Betterment LLC
180
Betterment LLC
New York
$1.61M +$16.7K +666 +1%
NS
181
NBC Securities
Alabama
$1.57M +$1.44M +57,455 +1,121%
BCM
182
Brookstone Capital Management
Illinois
$1.56M -$106K -4,235 -6%
SP
183
Successful Portfolios
Florida
$1.53M +$35.4K +1,414 +2%
Corient Private Wealth
184
Corient Private Wealth
Florida
$1.52M +$1.01M +40,215 +194%
BHPW
185
Beverly Hills Private Wealth
California
$1.51M +$374K +14,938 +33%
WJA
186
Willis Johnson & Associates
Texas
$1.48M -$2.28K -91 -0.2%
DI
187
Diligent Investors
California
$1.33M -$83.1K -3,321 -6%
Natixis Advisors
188
Natixis Advisors
Massachusetts
$1.3M +$622K +24,843 +92%
JWM
189
JFG Wealth Management
Colorado
$1.23M +$45.6K +1,822 +4%
LIM
190
Leavell Investment Management
Alabama
$1.22M +$134K +5,365 +12%
AMG
191
Asset Management Group
Connecticut
$1.2M +$10.6K +424 +0.9%
TPCW
192
TD Private Client Wealth
New York
$1.18M +$144K +5,766 +14%
1IA
193
1620 Investment Advisors
Massachusetts
$1.18M +$695K +27,759 +143%
RW
194
Rede Wealth
Virginia
$1.17M +$64.2K +2,565 +6%
WIM
195
Waycross Investment Management
Washington
$1.14M – – –
VVP
196
Venture Visionary Partners
Ohio
$1.14M +$14.7K +587 +1%
CFIA
197
Cantor Fitzgerald Investment Advisors
New York
$1.12M -$29.1K -1,162 -3%
SIM
198
Studio Investment Management
Illinois
$1.12M +$325K +12,993 +41%
AI
199
Atria Investments
North Carolina
$1.12M -$4.16K -166 -0.4%
ES
200
Eagle Strategies
New York
$1.12M +$62.7K +2,506 +6%
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