Schwab Intermediately-Term U.S. Treasury

SCHR • ARCA

Schwab Intermediately-Term U.S. Treasury is an exchange-traded fund on ARCA. As of Q3 2025, 459 institutional investors hold shares in this ETF, with total holdings valued at $9.5B. SCHWAB CHARLES INVESTMENT MANAGEMENT INC is the largest holder with a position valued at $5.7B.

Overview

Overview of institutional ownership in SCHR as of Q3 2025

All Institutions

Institutions: 459
Value Held: $9.5B
Shares Held: 378.7M
Avg Position: $20.7M
Median Position: $995.0K

Hedge Funds

Hedge Funds: 8
Value Held: $19.2M
Shares Held: 765.5K
Avg Position: $2.4M
Median Position: $2.7M

Biggest Investors

Institutions with the largest positions in SCHR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$5.7B 0.92% of portfolio	228.2M shares	Q2 2021 Held for 4y 6m	$620.51B
R ROYAL BANK OF CANADA Institution	-	$491.5M 0.09% of portfolio	19.6M shares	Q1 2015 Held for 10y 9m	$542.04B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$343.7M 0.08% of portfolio	13.7M shares	Q1 2018 Held for 7y 9m	$433.11B
S STIFEL FINANCIAL CORP Long Only Manager	Adam Vartan Topalian CIO	$216.5M 0.20% of portfolio	8.6M shares	Q1 2019 Held for 6y 9m	$109.37B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$123.1M 0.01% of portfolio	4.9M shares	Q3 2018 Held for 7y 3m	$1.56T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$104.4M 0.01% of portfolio	4.2M shares	≤ Q2 2013 Held for 12y 6m+	$1.33T
C Cornerstone Wealth Advisors, Inc. RIA/Wealth	Jane Mathieu President	$91.9M 22.24% of portfolio	3.7M shares	Q2 2022 Held for 3y 6m	$413.1M
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$91.4M 0.03% of portfolio	3.6M shares	Q3 2018 Held for 7y 3m	$342.01B
Moisand Fitzgerald Tamayo, LLC RIA/Wealth	Dennis John Hunt CCO	$86.8M 10.22% of portfolio	3.5M shares	Q4 2015 Held for 10 years	$848.6M
Pacific Sage Partners, LLC RIA/Wealth	Mark Robert Gardner Anderson CEO	$73.5M 12.30% of portfolio	2.9M shares	Q4 2023 Held for 2 years	$597.2M

Net Capital Flow

Institutional buying and selling activity for SCHR in Q3 2025

Traded: +$391.1M
Buyers: 284
Sellers: 159
Total Bought: +$550.2M
Total Sold: −$159.1M
Avg Position: $18.7M

Biggest Buyers

Institution	Net Bought	Current Position
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$162.1M +6.5M shares	$5.7B 228.2M shares
AMERIPRISE FINANCIAL INC Institution	+$36.4M +1.4M shares	$343.7M 13.7M shares
HPM Partners LLC RIA/Wealth	+$31.0M +1.2M shares	$72.6M 2.9M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$28.3M +1.1M shares	$91.4M 3.6M shares
E EXCHANGE TRADED CONCEPTS, LLC Institution	+$25.4M +1.0M shares	$69.1M 2.7M shares
S STIFEL FINANCIAL CORP Long Only Manager	+$15.2M +605.7K shares	$216.5M 8.6M shares
L LPL Financial LLC Institution	+$13.8M +549.7K shares	$39.3M 1.6M shares
Toroso Investments, LLC ETF Provider	+$12.5M +498.4K shares	$12.5M 498.4K shares
Tradewinds Capital Management, LLC RIA/Wealth	+$10.6M +422.6K shares	$10.7M 425.3K shares
BANK OF AMERICA CORP /DE/ Institution	+$9.8M +390.8K shares	$104.4M 4.2M shares

Biggest Sellers

Institution	Net Sold	Current Position
R ROYAL BANK OF CANADA Institution	−$69.9M −2.8M shares	$491.5M 19.6M shares
AlphaStar Capital Management, LLC RIA/Wealth	−$21.4M −856.0K shares	Sold Off 0 shares
Empowered Funds, LLC ETF Provider	−$12.7M −507.5K shares	$15.7M 626.8K shares
One Degree Advisors Inc RIA/Wealth	−$6.6M −263.4K shares	$8.1M 324.2K shares
BlackRock, Inc. Institution	−$5.0M −197.4K shares	$16.8M 667.0K shares
Archer Investment Management, LLC RIA/Wealth	−$2.8M −111.9K shares	$14.7M 583.2K shares
Northwest Capital Management Inc RIA/Wealth	−$2.5M −99.2K shares	$1.5M 58.2K shares
CWM, LLC RIA/Wealth	−$2.4M −95.4K shares	$6.4M 252.8K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$1.8M −71.1K shares	Sold Off 0 shares
Madison Asset Management, LLC Long Only Manager	−$1.7M −68.2K shares	$28.6M 1.1M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SCHR in Q3 2025

New Positions: 32
New Value: $34.5M
Exited Positions: 48
Exited Value: $34.4M

New Positions

Institution	Position Value
Walker Financial Services, Inc. RIA/Wealth	$8.9M 353.9K shares
M My Personal CFO, LLC RIA/Wealth	$8.7M 347.2K shares
Maridea Wealth Management LLC RIA/Wealth	$4.9M 192.5K shares
Diversify Advisory Services, LLC RIA/Wealth	$3.7M 146.0K shares
B BNP PARIBAS ARBITRAGE, SA Institution	$1.5M 60.3K shares
MFG WEALTH MANAGEMENT, INC. RIA/Wealth	$1.4M 56.7K shares
W WorthPointe, LLC RIA/Wealth	$1.2M 46.2K shares
Hapanowicz & Associates Financial Services, Inc RIA/Wealth	$656.9K 26.1K shares
COMPASS CAPITAL MANAGEMENT INC/ Long Only Manager	$403.2K 16.0K shares
Rinkey Investments RIA/Wealth	$389.7K 15.5K shares

Exited Positions

Institution	Previous Position
AlphaStar Capital Management, LLC RIA/Wealth	$21.4M 856.0K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$1.8M 71.1K shares
R Rede Wealth, LLC RIA/Wealth	$1.2M 46.6K shares
Eqis Capital Management, Inc. RIA/Wealth	$1.0M 40.6K shares
PAX Financial Group, LLC RIA/Wealth	$913.2K 36.5K shares
Net Worth Advisory Group RIA/Wealth	$792.3K 31.7K shares
Signal Advisors Wealth, LLC RIA/Wealth	$631.8K 25.2K shares
Lido Advisors, LLC RIA/Wealth	$612.0K 24.5K shares
Visionary Wealth Advisors RIA/Wealth	$569.0K 22.7K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$497.3K 19.9K shares

Options Activity

Institutions with the largest Call and Put options positions in SCHR as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SCHR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
C Cornerstone Wealth Advisors, Inc. RIA/Wealth	Jane Mathieu President	22.24% $91.9M	3.7M shares	Q2 2022 Held for 3y 6m	$413.1M
H HC Advisors, LLC RIA/Wealth	Daniel Christopher Henning CEO	14.67% $20.9M	830.7K shares	Q4 2019 Held for 6 years	$142.3M
Pacific Sage Partners, LLC RIA/Wealth	Mark Robert Gardner Anderson CEO	12.30% $73.5M	2.9M shares	Q4 2023 Held for 2 years	$597.2M
B Beacon Wealthcare LLC RIA/Wealth	Ryan Thomas Smith Owner	11.22% $31.9M	1.3M shares	Q1 2021 Held for 4y 9m	$284.6M
Moisand Fitzgerald Tamayo, LLC RIA/Wealth	Dennis John Hunt CCO	10.22% $86.8M	3.5M shares	Q4 2015 Held for 10 years	$848.6M
Archer Investment Management, LLC RIA/Wealth	Richard James Archer President	9.00% $14.7M	583.2K shares	Q4 2024 Held for 1 year	$162.8M
Holcombe Financial, Inc. RIA/Wealth	Russell E Holcombe President	8.14% $11.7M	463.9K shares	Q2 2025 Held for 6 months	$143.2M
Clarity Wealth Development LLC RIA/Wealth	Kay Dee Cole CEO	7.92% $8.8M	346.9K shares	Q4 2024 Held for 1 year	$110.8M
B Blake Schutter Theil Wealth Advisors, LLC RIA/Wealth	Edward James Blake CCO	7.52% $7.6M	301.4K shares	Q3 2024 Held for 1y 3m	$100.7M
FLC Capital Advisors RIA/Wealth	Max A Briggs CEO	7.17% $36.8M	1.5M shares	Q1 2021 Held for 4y 9m	$512.6M

Hedge Fund Spotlight

Discover hedge funds investing in SCHR

HBK Sorce Advisory LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMatthew Atcheson Leffers

Portfolio Value: $4.1B
Positions: 732
Last Reported: Q3 2025

Sector Allocation

Position in Schwab Intermediately-Term U.S. Treasury

Market Value: $228.0K
Shares Held: 9.0K
Portfolio Weight: 0.01%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$897.0M	21.96%
2 VCRB Vanguard Core Bond VCRB	ETF ETF	$680.4M	16.66%
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$464.3M	11.37%

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