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Schwab Intermediately-Term US Treasury ETF

474 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 63 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
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
CFIA
226
Cantor Fitzgerald Investment Advisors
New York
$1.1M
SW
227
Simplicity Wealth
New Jersey
$1.1M
SG
228
StoneX Group
New York
$1.1M
GS
229
GWN Securities
Florida
$1.09M
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$1.08M
UFA
231
Unify Financial Advisors
Florida
$1.08M
IWA
232
Integrity Wealth Advisors
California
$1.02M
EWA
233
EverSource Wealth Advisors
Alabama
$1.02M
CB
234
Commerce Bank
Missouri
$1.01M
NRI
235
NFP Retirement Inc
California
$999K
MWAM
236
Manhattan West Asset Management
California
$993K
IWM
237
IHT Wealth Management
Illinois
$968K
WFS
238
WealthGarden F.S.
California
$967K
AWM
239
Avior Wealth Management
Nebraska
$951K
RA
240
Ransom Advisory
Rhode Island
$903K
MAS
241
Madden Advisory Services
Florida
$901K
FLPIM
242
F.L. Putnam Investment Management
Massachusetts
$899K
AIM
243
Advyzon Investment Management
Illinois
$894K
FT
244
Fiduciary Trust
Massachusetts
$880K
NHT
245
New Hampshire Trust
New Hampshire
$878K
CW
246
CreativeOne Wealth
Kansas
$874K
RM
247
RCW Management
Florida
$857K
BF
248
Brucke Financial
Indiana
$853K
TPI
249
Trust Point Inc
Wisconsin
$852K
SPF
250
South Plains Financial
Texas
$843K