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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 73 funds opening new positions, 231 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 36

70% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 136

5% more funds holding

Funds holding: 483508 (+25)

4% more capital invested

Capital invested by funds: $9.97B → $10.4B (+$419M)

0.89% less ownership

Funds ownership: 82.1%81.2% (-0.89%)

4% less funds holding in top 10

Funds holding in top 10: 4745 (-2)

Holders
508
Holders Change
+25
Holders Change %
+5.18%
% 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
73
Increased
231
Reduced
136
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
201
WBH Advisory
Maryland
$1.78M -$180K -7,193 -9%
RW
202
Rede Wealth
Virginia
$1.76M -$57.1K -2,280 -3%
Financial Engines Advisors
203
Financial Engines Advisors
California
$1.75M -$466K -18,573 -21%
SIP
204
Sellwood Investment Partners
Oregon
$1.75M +$480K +19,139 +38%
SP
205
Successful Portfolios
Florida
$1.72M -$14.4K -573 -0.8%
AIA
206
Alternative Investment Advisors
Florida
$1.68M -$309K -12,317 -15%
NRWA
207
North Ridge Wealth Advisors
Oregon
$1.67M +$38K +1,515 +2%
AWA
208
A4 Wealth Advisors
North Carolina
$1.64M +$1.65M +65,811 New
TIM
209
Tortoise Investment Management
New York
$1.62M +$396K +15,782 +32%
Citadel Advisors
210
Citadel Advisors
Florida
$1.56M +$1.57M +62,449 New
MWM
211
MFG Wealth Management
Indiana
$1.5M +$91.4K +3,646 +6%
IA
212
IFP Advisors
Florida
$1.47M +$79.3K +3,165 +6%
AFG
213
Atomi Financial Group
New York
$1.46M -$1.3M -51,974 -47%
CB
214
Commerce Bank
Missouri
$1.45M +$443K +17,687 +44%
BWA
215
BlueSky Wealth Advisors
North Carolina
$1.44M +$1.45M +57,869 New
CWM
216
Comprehensive Wealth Management
Washington
$1.36M +$139K +5,537 +11%
AMG
217
Asset Management Group
Connecticut
$1.33M +$107K +4,271 +9%
ES
218
Eagle Strategies
New York
$1.31M -$38.7K -1,546 -3%
WFS
219
WealthGarden F.S.
California
$1.29M +$328K +13,071 +34%
TLFA
220
True Link Financial Advisors
California
$1.28M +$86.6K +3,454 +7%
BAM
221
Belpointe Asset Management
Nevada
$1.26M +$65.5K +2,613 +5%
WAP
222
Wealthcare Advisory Partners
Pennsylvania
$1.22M +$147K +5,883 +14%
CA
223
CoreCap Advisors
Michigan
$1.22M +$457K +18,240 +60%
NA
224
NewEdge Advisors
Louisiana
$1.2M -$342K -13,642 -22%
EP
225
Essential Partners
California
$1.17M +$39.1K +1,560 +3%