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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
IA
201
IFP Advisors
Florida
$1.4M +$389K +15,464 +38%
WJA
202
Willis Johnson & Associates
Texas
$1.4M +$6.04K +240 +0.4%
SPW
203
Sonoma Private Wealth
California
$1.38M -$220K -8,749 -14%
ES
204
Eagle Strategies
New York
$1.36M +$82.3K +3,269 +6%
BCM
205
Brookstone Capital Management
Illinois
$1.32M -$179K -7,096 -12%
LIM
206
Leavell Investment Management
Alabama
$1.29M +$87.4K +3,473 +7%
SIP
207
Sellwood Investment Partners
Oregon
$1.28M +$228K +9,073 +22%
HFS
208
Horizon Financial Services
North Carolina
$1.27M +$90.8K +3,608 +8%
HCWM
209
Hidden Cove Wealth Management
Washington
$1.24M +$1.24M +49,462 New
TIM
210
Tortoise Investment Management
New York
$1.23M -$589K -23,420 -32%
AMG
211
Asset Management Group
Connecticut
$1.23M +$14.1K +560 +1%
Janney Montgomery Scott
212
Janney Montgomery Scott
Pennsylvania
$1.23M +$64.3K +2,554 +5%
CWM
213
Comprehensive Wealth Management
Washington
$1.23M +$210K +8,352 +21%
SIM
214
Studio Investment Management
Illinois
$1.21M +$45.9K +1,825 +4%
BAM
215
Belpointe Asset Management
Nevada
$1.21M +$3K +119 +0.2%
TLFA
216
True Link Financial Advisors
California
$1.21M +$85.3K +3,388 +8%
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$1.2M -$105K -4,183 -8%
DI
218
Diligent Investors
California
$1.16M -$41.4K -1,644 -3%
VVP
219
Venture Visionary Partners
Ohio
$1.16M +$13.7K +546 +1%
FTS
220
Fifth Third Securities
Ohio
$1.16M +$32.9K +1,309 +3%
Koshinski Asset Management
221
Koshinski Asset Management
Illinois
$1.15M +$36K +1,431 +3%
WIM
222
Waycross Investment Management
Washington
$1.14M
EP
223
Essential Partners
California
$1.14M -$1.41K -56 -0.1%
1IA
224
1620 Investment Advisors
Massachusetts
$1.13M -$60.5K -2,405 -5%
Renaissance Technologies
225
Renaissance Technologies
New York
$1.13M -$2.74M -108,900 -71%