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SCHR

Schwab Intermediately-Term US Treasury ETF

480 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, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 121

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: 471480 (+9)

4% more capital invested

Capital invested by funds: $9.56B → $9.97B (+$416M)

1.13% less ownership

Funds ownership: 83.21%82.09% (-1.1%)

Holders
480
Holders Change
+9
Holders Change %
+1.91%
% of All Funds
5.84%
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
121
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$5.98B +$253M +10,065,870 +4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$428M -$62.3M -2,476,743 -13%
Ameriprise
3
Ameriprise
Minnesota
$347M +$4.19M +166,354 +1%
Stifel Financial
4
Stifel Financial
Missouri
$182M -$34.3M -1,363,069 -16%
JP Morgan Chase
5
JP Morgan Chase
New York
$130M +$7.65M +303,810 +6%
Bank of America
6
Bank of America
North Carolina
$130M +$25.6M +1,018,450 +25%
ETC
7
Exchange Traded Concepts
Oklahoma
$101M +$32.2M +1,280,247 +47%
CWA
8
Cornerstone Wealth Advisors
Minnesota
$94.4M +$2.68M +106,603 +3%
MFT
9
Moisand Fitzgerald Tamayo
Florida
$91.7M +$5.12M +203,477 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$85.7M -$5.48M -217,753 -6%
PSP
11
Pacific Sage Partners
Washington
$79.6M +$6.3M +250,341 +9%
State Street
12
State Street
Massachusetts
$72.7M
RCA
13
Resonant Capital Advisors
Wisconsin
$71.9M +$5.5M +218,686 +8%
CA
14
Crane Advisory
California
$69.8M +$24.6M +976,360 +54%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$67.3M +$9.07M +360,557 +16%
Cerity Partners
16
Cerity Partners
New York
$62M -$10.5M -417,873 -14%
AWE
17
Avidian Wealth Enterprises
Texas
$54.5M +$3.07M +122,074 +6%
A
18
AlphaQuest
New York
$48.2M +$41.9M +1,662,992 +644%
LPL Financial
19
LPL Financial
California
$47.6M +$8.48M +337,069 +22%
CA
20
Clearstead Advisors
Ohio
$44.4M +$1.4M +55,582 +3%
IDA
21
Intelligence Driven Advisers
California
$44.4M -$3.17M -125,968 -7%
Morgan Stanley
22
Morgan Stanley
New York
$43.8M +$10.2M +404,534 +30%
AA
23
Advisory Alpha
Michigan
$39.9M +$2.47M +98,241 +7%
FCA
24
FLC Capital Advisors
California
$38.8M +$2.07M +82,407 +6%
BFG
25
Bouchey Financial Group
New York
$35.5M +$3.47M +137,856 +11%