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Schwab Intermediately-Term US Treasury ETF

466 hedge funds and large institutions have $9.95B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
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
Name Holding Trade Value Shares
Change
Change in
Stake
SW
226
Simplicity Wealth
New Jersey
$1.1M
SG
227
StoneX Group
New York
$1.1M
GS
228
GWN Securities
Florida
$1.09M
WAP
229
Wealthcare Advisory Partners
Pennsylvania
$1.08M
Corient Private Wealth
230
Corient Private Wealth
Florida
$1.08M
IWA
231
Integrity Wealth Advisors
California
$1.02M
EWA
232
EverSource Wealth Advisors
Alabama
$1.02M
CB
233
Commerce Bank
Missouri
$1.01M
NRI
234
NFP Retirement Inc
California
$999K
MWAM
235
Manhattan West Asset Management
California
$993K
IWM
236
IHT Wealth Management
Illinois
$968K
WFS
237
WealthGarden F.S.
California
$967K
AWM
238
Avior Wealth Management
Nebraska
$951K
RA
239
Ransom Advisory
Rhode Island
$903K
MAS
240
Madden Advisory Services
Florida
$901K
FLPIM
241
F.L. Putnam Investment Management
Massachusetts
$899K
AIM
242
Advyzon Investment Management
Illinois
$894K
FT
243
Fiduciary Trust
Massachusetts
$880K
NHT
244
New Hampshire Trust
New Hampshire
$878K
CW
245
CreativeOne Wealth
Kansas
$874K
RM
246
RCW Management
Florida
$857K
BF
247
Brucke Financial
Indiana
$853K
TPI
248
Trust Point Inc
Wisconsin
$852K
SPF
249
South Plains Financial
Texas
$843K
BIA
250
Bell Investment Advisors
California
$843K