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Schwab Intermediately-Term US Treasury ETF

454 hedge funds and large institutions have $9.16B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 144 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
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 +$94.4M
2 +$59.4M
3 +$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1 -$21.9M
2 -$21.9M
3 -$17.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.9M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
226
OneAscent Financial Services
Alabama
$849K
SPF
227
South Plains Financial
Texas
$838K
TSS
228
Two Sigma Securities
New York
$813K
AAS
229
Avantax Advisory Services
Texas
$804K
NWAG
230
Net Worth Advisory Group
Utah
$792K
VWM
231
Vermillion Wealth Management
Minnesota
$789K
IWC
232
Integrated Wealth Concepts
Massachusetts
$781K
SAMC
233
Spectrum Asset Management (California)
California
$771K
Corient Private Wealth
234
Corient Private Wealth
Florida
$762K
WFS
235
WealthGarden F.S.
California
$760K
SFA
236
Sequoia Financial Advisors
Ohio
$749K
SG
237
StoneX Group
New York
$734K
IAA
238
Independent Advisor Alliance
North Carolina
$732K
MM
239
Meridian Management
Arkansas
$729K
BIA
240
Bell Investment Advisors
California
$714K
EWM
241
Evermay Wealth Management
Virginia
$706K
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
$706K
IA
243
IFP Advisors
Florida
$662K
AA
244
Alesco Advisors
New York
$659K
AWS
245
Atria Wealth Solutions
New York
$657K
CWM
246
Comprehensive Wealth Management
Washington
$652K
PFBT
247
Parkside Financial Bank & Trust
Missouri
$650K
SAW
248
Signal Advisors Wealth
Michigan
$632K
NA
249
NewEdge Advisors
Louisiana
$623K
Lido Advisors
250
Lido Advisors
California
$612K