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SCHR

Schwab Intermediately-Term US Treasury ETF

481 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, 122 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 122

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: 471481 (+10)

4% more capital invested

Capital invested by funds: $9.56B → $9.97B (+$417M)

1.12% less ownership

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

Holders
481
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
5.85%
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
122
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
176
Empirical Asset Management
Massachusetts
$2.15M -$468K -18,591 -18%
PWM
177
Perigon Wealth Management
California
$2.12M +$18.4K +731 +0.9%
JFGLC
178
Johnson Financial Group LLC (Colorado)
Colorado
$2.1M +$1.45M +57,451 +218%
EG
179
Enstar Group
Bermuda
$2.09M
National Bank of Canada
180
National Bank of Canada
Quebec, Canada
$2.08M +$80.3K +3,191 +4%
NS
181
NBC Securities
Alabama
$2.06M +$278K +11,058 +16%
CST
182
Charles Schwab Trust
Nevada
$2.04M +$108K +4,307 +6%
AIA
183
Alternative Investment Advisors
Florida
$2.01M -$182K -7,232 -8%
HIC
184
Hartline Investment Corp
Illinois
$2M +$2.01M +79,700 New
NRW
185
Nova R Wealth
Kansas
$1.99M +$2M +79,347 New
WA
186
WBH Advisory
Maryland
$1.98M +$540K +21,445 +37%
MG
187
MilWealth Group
Wisconsin
$1.94M
Betterment LLC
188
Betterment LLC
New York
$1.89M +$194K +7,709 +11%
EFG
189
Ethos Financial Group
Pennsylvania
$1.87M +$690K +27,425 +58%
GS
190
GTS Securities
New York
$1.87M +$1.88M +74,725 New
AWM
191
AE Wealth Management
Kansas
$1.84M +$84.4K +3,355 +5%
RW
192
Rede Wealth
Virginia
$1.82M +$1.83M +72,734 New
Natixis Advisors
193
Natixis Advisors
Massachusetts
$1.74M -$92.2K -3,662 -5%
SP
194
Successful Portfolios
Florida
$1.74M +$129K +5,125 +8%
NRWA
195
North Ridge Wealth Advisors
Oregon
$1.65M +$13.2K +525 +0.8%
BHPW
196
Beverly Hills Private Wealth
California
$1.58M +$322K +12,789 +25%
NA
197
NewEdge Advisors
Louisiana
$1.55M +$711K +28,239 +84%
FFA
198
Farther Finance Advisors
California
$1.47M -$42.1K -1,671 -3%
WA
199
Waverly Advisors
Alabama
$1.46M -$248K -9,850 -15%
MWM
200
MFG Wealth Management
Indiana
$1.42M -$1.38K -55 -0.1%