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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 74 funds opening new positions, 230 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 36

69% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 136

6% more funds holding

Funds holding: 480508 (+28)

4% more capital invested

Capital invested by funds: $9.97B → $10.4B (+$420M)

0.88% less ownership

Funds ownership: 82.09%81.2% (-0.88%)

4% less funds holding in top 10

Funds holding in top 10: 4745 (-2)

Holders
508
Holders Change
+28
Holders Change %
+5.83%
% 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
74
Increased
230
Reduced
136
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$6.22B +$283M +11,286,601 +5%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$432M +$6.35M +253,371 +1%
Ameriprise
3
Ameriprise
Minnesota
$333M -$11.8M -471,948 -3%
Stifel Financial
4
Stifel Financial
Missouri
$190M +$9.32M +371,982 +5%
Bank of America
5
Bank of America
North Carolina
$154M +$25.5M +1,016,874 +20%
JP Morgan Chase
6
JP Morgan Chase
New York
$149M +$19.4M +775,831 +15%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$116M +$30.8M +1,229,355 +36%
ETC
8
Exchange Traded Concepts
Oklahoma
$105M +$4.7M +187,368 +5%
CWA
9
Cornerstone Wealth Advisors
Minnesota
$99.5M +$5.77M +230,217 +6%
MFT
10
Moisand Fitzgerald Tamayo
Florida
$97.1M +$6.04M +240,942 +7%
PSP
11
Pacific Sage Partners
Washington
$86.7M +$7.67M +306,106 +10%
RCA
12
Resonant Capital Advisors
Wisconsin
$74.8M +$3.36M +134,150 +5%
State Street
13
State Street
Massachusetts
$72.2M
CA
14
Crane Advisory
California
$69.5M +$212K +8,465 +0.3%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$64.2M -$2.41M -96,175 -4%
AWE
16
Avidian Wealth Enterprises
Texas
$59.3M +$5.19M +206,991 +10%
LPL Financial
17
LPL Financial
California
$52.9M +$5.59M +222,928 +12%
CA
18
Clearstead Advisors
Ohio
$48.7M +$4.62M +184,444 +10%
Cerity Partners
19
Cerity Partners
New York
$48M -$13.6M -541,703 -22%
EF
20
Empowered Funds
Pennsylvania
$48M +$48.5M +1,933,622 New
Morgan Stanley
21
Morgan Stanley
New York
$45.1M +$1.59M +63,314 +4%
IDA
22
Intelligence Driven Advisers
California
$40.9M -$3.21M -128,253 -7%
FCA
23
FLC Capital Advisors
California
$40.5M +$2M +79,670 +5%
AA
24
Advisory Alpha
Michigan
$38.1M -$1.47M -58,827 -4%
DC
25
Davenport & Co
Virginia
$37.5M +$4.04M +161,328 +12%