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Schwab Intermediately-Term US Treasury ETF

459 hedge funds and large institutions have $9.52B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 220 increasing their positions, 111 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
226
Simplicity Wealth
New Jersey
$1.04M
CWM
227
Comprehensive Wealth Management
Washington
$1.02M
NRI
228
NFP Retirement Inc
California
$1M
MWAM
229
Manhattan West Asset Management
California
$995K
AWM
230
Avior Wealth Management
Nebraska
$945K
SWM
231
SeaCrest Wealth Management
New York
$934K
SFA
232
Sequoia Financial Advisors
Ohio
$931K
CB
233
Commerce Bank
Missouri
$909K
BF
234
Brucke Financial
Indiana
$870K
AI
235
Atria Investments
North Carolina
$854K
AIM
236
Advyzon Investment Management
Illinois
$853K
OFS
237
OneAscent Financial Services
Alabama
$847K
NA
238
NewEdge Advisors
Louisiana
$846K
SPF
239
South Plains Financial
Texas
$845K
SG
240
StoneX Group
New York
$841K
IWC
241
Integrated Wealth Concepts
Massachusetts
$814K
TPI
242
Trust Point Inc
Wisconsin
$813K
Envestnet Portfolio Solutions
243
Envestnet Portfolio Solutions
Illinois
$807K
MAS
244
Madden Advisory Services
Florida
$803K
MFG
245
Merit Financial Group
Georgia
$797K
Corient Private Wealth
246
Corient Private Wealth
Florida
$795K
WFS
247
WealthGarden F.S.
California
$793K
GS
248
GWN Securities
Florida
$765K
AA
249
Alesco Advisors
New York
$729K
BIA
250
Bell Investment Advisors
California
$724K