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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
JFGLC
176
Johnson Financial Group LLC (Colorado)
Colorado
$2.33M +$241K +9,627 +11%
SC
177
Savant Capital
Illinois
$2.31M -$157K -6,258 -6%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$2.3M +$2.27M +90,739 +6,404%
GP
179
Greenline Partners
New York
$2.28M -$447K -17,853 -16%
PCM
180
Passive Capital Management
Maryland
$2.23M -$86.1K -3,434 -4%
JFG
181
JDM Financial Group
Texas
$2.19M -$1.2M -47,763 -35%
EAM
182
Empirical Asset Management
Massachusetts
$2.18M +$46.6K +1,860 +2%
HighTower Advisors
183
HighTower Advisors
Illinois
$2.16M -$2.11M -84,246 -49%
KFS
184
Kaizen Financial Strategies
California
$2.16M -$169K -6,753 -7%
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$2.16M +$89K +3,549 +4%
CST
186
Charles Schwab Trust
Nevada
$2.14M +$117K +4,656 +6%
UBS AM
187
UBS AM
Illinois
$2.13M +$1.76M +70,089 +452%
CM
188
Columbus Macro
Pennsylvania
$2.11M -$1.5M -59,850 -41%
CAMG
189
CWA Asset Management Group
Florida
$2.1M +$2.11M +84,178 New
SPW
190
Stillwater Private Wealth
Pennsylvania
$2.03M +$2.04M +81,385 New
NS
191
NBC Securities
Alabama
$2.01M -$34.6K -1,381 -2%
Betterment LLC
192
Betterment LLC
New York
$2.01M +$128K +5,107 +7%
PAYA
193
Phil A. Younker & Associates
Alaska
$2M +$1.33M +52,951 +192%
NRW
194
Nova R Wealth
Kansas
$2M +$23.7K +946 +1%
HIC
195
Hartline Investment Corp
Illinois
$1.99M
BHPW
196
Beverly Hills Private Wealth
California
$1.94M +$374K +14,912 +24%
MG
197
MilWealth Group
Wisconsin
$1.93M
MCM
198
Mendel Capital Management
Arkansas
$1.85M +$1.86M +74,401 New
FFN
199
Focus Financial Network
Minnesota
$1.83M -$361K -14,407 -16%
Natixis Advisors
200
Natixis Advisors
Massachusetts
$1.79M +$56.3K +2,245 +3%