Schwab Intermediately-Term US Treasury ETF
SCHR
462 hedge funds and large institutions have $9.17B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 189 increasing their positions, 148 reducing their positions, and 45 closing their positions.
58% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 45
28% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 148
5% more funds holding
Funds holding: 441 → 462 (+21)
5% more funds holding in top 10
Funds holding in top 10: 43 → 45 (+2)
4% more capital invested
Capital invested by funds: $8.83B → $9.17B (+$332M)
0.18% less ownership
Funds ownership: 84.25% → 84.08% (-0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$93.4M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$58.8M |
| 3 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$43.1M |
| 4 |
Cerity Partners
New York
|
+$40.5M |
| 5 |
MFT
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
+$27.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$21.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$21.7M |
| 3 |
NCM
Northwest Capital Management
Lake Oswego,
Oregon
|
-$17.3M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$12.8M |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$12.7M |
SCHR Hedge Fund Activity: Q2 2025 in Review
462 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q2 2025, worth a combined $9.17B — up 3.8% from $8.83B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new SCHR positions and 45 closed out — a net gain of 26 holders — while 189 added to existing stakes and 148 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $93.4M. The largest seller was Financial Counselors Inc, exiting entirely with an estimated $21.9M sold.
- 462 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q2 2025, up from 441 in Q1 2025.
- Funds reported $9.17B of Schwab Intermediately-Term US Treasury ETF stock for Q2 2025, up 3.8% quarter-over-quarter.
- 71 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q2 2025 and 45 closed out, a net change of +26 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $93.4M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q2 2025 was Financial Counselors Inc, an estimated $21.9M sold.
Based on aggregated 13F filings for Q2 2025.