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Schwab Intermediately-Term US Treasury ETF

507 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, 229 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
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

Top Buyers

1 +$283M
2 +$48.5M
3 +$30.8M
4
Bank of America
Bank of America
North Carolina
+$25.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
226
Studio Investment Management
Illinois
$1.17M
DI
227
Diligent Investors
California
$1.16M
BCM
228
Brookstone Capital Management
Illinois
$1.15M
TPCW
229
TD Private Client Wealth
New York
$1.15M
FTS
230
Fifth Third Securities
Ohio
$1.14M
WIM
231
Waycross Investment Management
Washington
$1.14M
1IA
232
1620 Investment Advisors
Massachusetts
$1.12M
CFIA
233
Cantor Fitzgerald Investment Advisors
New York
$1.11M
MAS
234
Madden Advisory Services
Florida
$1.11M
Corient Private Wealth
235
Corient Private Wealth
Florida
$1.1M
NRI
236
NFP Retirement Inc
California
$1.1M
Koshinski Asset Management
237
Koshinski Asset Management
Illinois
$1.09M
GS
238
GWN Securities
Florida
$1.09M
AIM
239
Advyzon Investment Management
Illinois
$1.07M
UFA
240
Unify Financial Advisors
Florida
$1.05M
HFS
241
Horizon Financial Services
North Carolina
$1.03M
IWA
242
Integrity Wealth Advisors
California
$1.02M
NHT
243
New Hampshire Trust
New Hampshire
$989K
EWA
244
EverSource Wealth Advisors
Alabama
$976K
MWAM
245
Manhattan West Asset Management
California
$968K
BBWP
246
Beacon Bridge Wealth Partners
Pennsylvania
$965K
PAG
247
Private Advisor Group
New Jersey
$960K
TPI
248
Trust Point Inc
Wisconsin
$950K
AWM
249
Avior Wealth Management
Nebraska
$948K
RM
250
RCW Management
Florida
$936K