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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 %
SWM
201
SeaCrest Wealth Management
New York
$1.1M -$122K -4,865 -10%
Koshinski Asset Management
202
Koshinski Asset Management
Illinois
$1.08M +$4.61K +184 +0.4%
MFG
203
Merit Financial Group
Georgia
$1.07M -$27.3K -1,091 -2%
HFS
204
Horizon Financial Services
North Carolina
$1.06M +$31.4K +1,254 +3%
IWA
205
Integrity Wealth Advisors
California
$1.03M -$113K -4,508 -10%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$1.02M -$243K -9,713 -19%
SIP
207
Sellwood Investment Partners
Oregon
$1.02M +$68.7K +2,745 +7%
FIM
208
Freedom Investment Management
Connecticut
$1.02M -$46K -1,837 -4%
TLFA
209
True Link Financial Advisors
California
$1.01M +$901 +36 +0.1%
FTS
210
Fifth Third Securities
Ohio
$1M -$33K -1,320 -3%
NRI
211
NFP Retirement Inc
California
$1M +$11.6K +463 +1%
MWAM
212
Manhattan West Asset Management
California
$991K -$16.3K -652 -2%
PAS
213
Park Avenue Securities
New York
$956K +$42.8K +1,711 +5%
CWM
214
Congress Wealth Management
Massachusetts
$938K -$23.6K -942 -2%
AWM
215
Avior Wealth Management
Nebraska
$936K +$5.43K +217 +0.6%
Janney Montgomery Scott
216
Janney Montgomery Scott
Pennsylvania
$918K -$1.36M -54,256 -60%
Renaissance Technologies
217
Renaissance Technologies
New York
$916K -$3.76M -150,400 -80%
PFG
218
PAX Financial Group
Texas
$913K -$851K -33,992 -48%
PAYA
219
Phil A. Younker & Associates
Alaska
$881K – – –
BF
220
Brucke Financial
Indiana
$868K +$79.8K +3,190 +10%
CB
221
Commerce Bank
Missouri
$864K +$12.1K +485 +1%
AIM
222
Advyzon Investment Management
Illinois
$864K +$864K +34,517 New
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$862K +$11K +438 +1%
OFS
224
OneAscent Financial Services
Alabama
$849K -$1.52M -60,796 -64%
SPF
225
South Plains Financial
Texas
$838K – – –
7 8
9
10 11