Who Owns Schwab Intermediate-Term U.S. Treasury ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Schwab Intermediate-Term U.S. Treasury ETF.
Who crossed 5% of SCHR →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Avidian Wealth Enterprises, LLCINT-TRM U.S TRES2.5M shadded | $59.9M |
| Galvin, Gaustad & Stein, LLCINT-TRM U.S TRES1.1M shtrimmed | $26.1M |
| Attessa Capital LLCINT-TRM U.S TRES452K shadded | $10.7M |
| Mendota Financial Group, LLCINT-TRM U.S TRES159.3K shadded | $3.8M |
| Farther Finance Advisors, LLCETF149.5K shtrimmed | $3.5M |
| Barden Capital Management, Inc.INT-TRM U.S TRES100.6K shadded | $2.4M |
| STABLEFORD CAPITAL II LLCINT-TRM U.S TRES74.8K shheld | $1.8M |
| Successful Portfolios LLCINT-TRM U.S TRES71.4K shadded | $1.7M |
| MFG WEALTH MANAGEMENT, INC.INT-TRM U.S TRES65.6K shadded | $1.6M |
| Kaizen Financial StrategiesINT-TRM U.S TRES56.3K shtrimmed | $1.3M |
| CoreCap Advisors, LLCETF36.4K shadded | $862K |
| Hardin Capital Partners, LLCINT-TRM U.S TRES18.3K shtrimmed | $433.6K |
| CHAPIN DAVIS, INC.INT-TRM U.S TRES14.8K shheld | $351.4K |
| Venture Visionary Partners LLCINT-TRM U.S TRES11.4K shheld | $269.4K |
| Bangor Savings BankINT-TRM U.S TRES10K shheld | $236K |
| FC Advisory LLCINT-TRM U.S TRES9.3K shtrimmed | $221.5K |
| Dorato Capital ManagementINT-TRM U.S TRES5.9K shheld | $139.1K |
| Bullock Wealth Management GroupETF3.6K shadded | $84.1K |
| Rosenberg Matthew HamiltonETF2K shadded | $48.4K |
| ARMSTRONG ADVISORY GROUP, INCINT-TRM U.S TRES120 shheld | $2.8K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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