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Schwab Intermediately-Term US Treasury ETF

465 hedge funds and large institutions have $9.55B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
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
SIP
226
Sellwood Investment Partners
Oregon
$1.05M
IWA
227
Integrity Wealth Advisors
California
$1.04M
SW
228
Simplicity Wealth
New Jersey
$1.04M
CWM
229
Comprehensive Wealth Management
Washington
$1.02M
IA
230
IFP Advisors
Florida
$1.02M
NRI
231
NFP Retirement Inc
California
$1M
MWAM
232
Manhattan West Asset Management
California
$995K
AWM
233
Avior Wealth Management
Nebraska
$945K
SWM
234
SeaCrest Wealth Management
New York
$934K
SFA
235
Sequoia Financial Advisors
Ohio
$931K
CB
236
Commerce Bank
Missouri
$909K
BF
237
Brucke Financial
Indiana
$870K
AI
238
Atria Investments
North Carolina
$854K
AIM
239
Advyzon Investment Management
Illinois
$853K
OFS
240
OneAscent Financial Services
Alabama
$847K
NA
241
NewEdge Advisors
Louisiana
$846K
SPF
242
South Plains Financial
Texas
$845K
SG
243
StoneX Group
New York
$841K
IWC
244
Integrated Wealth Concepts
Massachusetts
$814K
TPI
245
Trust Point Inc
Wisconsin
$813K
Envestnet Portfolio Solutions
246
Envestnet Portfolio Solutions
Illinois
$807K
MAS
247
Madden Advisory Services
Florida
$803K
MFG
248
Merit Financial Group
Georgia
$797K
Corient Private Wealth
249
Corient Private Wealth
Florida
$795K
WFS
250
WealthGarden F.S.
California
$793K