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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 %
VVP
201
Venture Visionary Partners
Ohio
$1.12M -$13.4K -539 -1%
RW
202
Rede Wealth
Virginia
$1.1M +$213K +8,587 +24%
MFG
203
Merit Financial Group
Georgia
$1.09M -$85.6K -3,445 -7%
LIM
204
Leavell Investment Management
Alabama
$1.08M +$328K +13,200 +44%
Koshinski Asset Management
205
Koshinski Asset Management
Illinois
$1.07M +$6.99K +281 +0.7%
GS
206
GWN Securities
Florida
$1.06M +$447K +17,995 +73%
FIM
207
Freedom Investment Management
Connecticut
$1.06M -$51.4K -2,068 -5%
ES
208
Eagle Strategies
New York
$1.05M +$94.8K +3,815 +10%
TPCW
209
TD Private Client Wealth
New York
$1.03M +$11.1K +447 +1%
FTS
210
Fifth Third Securities
Ohio
$1.03M +$30.9K +1,241 +3%
HFS
211
Horizon Financial Services
North Carolina
$1.03M +$349K +14,021 +51%
AWS
212
Atria Wealth Solutions
New York
$1.02M +$244K +9,818 +31%
TLFA
213
True Link Financial Advisors
California
$1M +$301K +12,115 +43%
MWAM
214
Manhattan West Asset Management
California
$1M -$9.1K -366 -0.9%
NRI
215
NFP Retirement Inc
California
$982K +$6.34K +255 +0.6%
VWM
216
Vermillion Wealth Management
Minnesota
$975K -$95.9K -3,858 -9%
CWM
217
Congress Wealth Management
Massachusetts
$953K +$324K +13,057 +52%
SIP
218
Sellwood Investment Partners
Oregon
$941K +$216K +8,682 +30%
AWM
219
Avior Wealth Management
Nebraska
$924K +$3.68K +148 +0.4%
PAS
220
Park Avenue Securities
New York
$907K +$42.7K +1,718 +5%
PAYA
221
Phil A. Younker & Associates
Alaska
$875K -$111K -4,484 -11%
IAA
222
Independent Advisor Alliance
North Carolina
$866K -$202K -8,131 -19%
CB
223
Commerce Bank
Missouri
$846K +$53K +2,133 +7%
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$846K -$2.32M -93,326 -73%
SPF
225
South Plains Financial
Texas
$832K – – –
7 8
9
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