SCHR icon

Schwab Intermediately-Term US Treasury ETF

454 hedge funds and large institutions have $9.16B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 144 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$94.4M
2 +$59.4M
3 +$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1 -$21.9M
2 -$21.9M
3 -$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
Change in
Stake
AI
201
Atria Investments
North Carolina
$1.12M
ES
202
Eagle Strategies
New York
$1.12M
SWM
203
SeaCrest Wealth Management
New York
$1.1M
Koshinski Asset Management
204
Koshinski Asset Management
Illinois
$1.08M
MFG
205
Merit Financial Group
Georgia
$1.07M
HFS
206
Horizon Financial Services
North Carolina
$1.06M
IWA
207
Integrity Wealth Advisors
California
$1.03M
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$1.02M
SIP
209
Sellwood Investment Partners
Oregon
$1.02M
FIM
210
Freedom Investment Management
Connecticut
$1.02M
TLFA
211
True Link Financial Advisors
California
$1.01M
FTS
212
Fifth Third Securities
Ohio
$1M
NRI
213
NFP Retirement Inc
California
$1M
MWAM
214
Manhattan West Asset Management
California
$991K
PAS
215
Park Avenue Securities
New York
$956K
CWM
216
Congress Wealth Management
Massachusetts
$938K
AWM
217
Avior Wealth Management
Nebraska
$936K
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$918K
Renaissance Technologies
219
Renaissance Technologies
New York
$916K
PFG
220
PAX Financial Group
Texas
$913K
PAYA
221
Phil A. Younker & Associates
Alaska
$881K
BF
222
Brucke Financial
Indiana
$868K
CB
223
Commerce Bank
Missouri
$864K
AIM
224
Advyzon Investment Management
Illinois
$864K
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$862K