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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.

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
1
Royal Bank of Canada
Ontario, Canada
$462M
2
Charles Schwab
2
Charles Schwab
California
$5.45B
3
AssetMark Inc
3
AssetMark Inc
California
$38.4M
4
HPA
4
High Probability Advisors
New York
$28.2M
5
AA
5
Advisory Alpha
Michigan
$30.7M

Top Sellers

1
GP
1
Greenline Partners
New York
$3.84M
2
Bank of America
2
Bank of America
North Carolina
$84.4M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$0
4
SIA
4
SeaBridge Investment Advisors
New Jersey
$0
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$56.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$5.45B 219,369,491 +2,171,605 +1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$462M 18,570,658 +2,633,732 +17%
Ameriprise
3
Ameriprise
Minnesota
$326M 13,106,916 +431,781 +3%
Stifel Financial
4
Stifel Financial
Missouri
$201M 8,096,546 +317,283 +4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$117M 4,689,418 -1,014,558 -18%
CWA
6
Cornerstone Wealth Advisors
Minnesota
$85.1M 3,421,646 +114,050 +3%
Bank of America
7
Bank of America
North Carolina
$84.4M 3,393,459 -5,079,974 -60%
State Street
8
State Street
Massachusetts
$72.1M 2,900,000 – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$67.4M 2,713,127 +490,045 +22%
PSP
10
Pacific Sage Partners
Washington
$67.4M 2,712,748 +121,094 +5%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$56.5M 2,270,896 -1,053,821 -32%
RCA
12
Resonant Capital Advisors
Wisconsin
$54.2M 2,181,127 +164,189 +8%
MFT
13
Moisand Fitzgerald Tamayo
Florida
$53.1M 2,135,579 +547,537 +34%
AWE
14
Avidian Wealth Enterprises
Texas
$47.2M 1,899,775 -228,773 -11%
CA
15
Crane Advisory
California
$43.5M 1,771,899 -88,349 -5%
MAM
16
Madison Asset Management
Wisconsin
$41.5M 1,670,536 -646,304 -28%
IDA
17
Intelligence Driven Advisers
California
$39.8M 1,601,883 -25,180 -2%
CA
18
Clearstead Advisors
Ohio
$39.8M 1,599,501 +155,405 +11%
AssetMark Inc
19
AssetMark Inc
California
$38.4M 1,544,000 +1,525,141 +8,087%
WCF
20
West Coast Financial
California
$36.5M 1,466,598 +38,562 +3%
FM
21
Foster & Motley
Ohio
$33.1M 1,332,570 -13,003 -1%
BFG
22
Bouchey Financial Group
New York
$31.9M 1,283,506 +81,495 +7%
FCA
23
FLC Capital Advisors
California
$30.8M 1,239,238 +72,021 +6%
AA
24
Advisory Alpha
Michigan
$30.7M 1,235,104 +707,320 +134%
SFO
25
Stokes Family Office
Louisiana
$29.3M 1,177,829 +296,626 +34%
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