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Schwab Intermediately-Term US Treasury ETF

451 hedge funds and large institutions have $9.14B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+18
Holders Change %
+4.16%
% of All Funds
6.05%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
68
Increased
188
Reduced
142
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
251
MBE Wealth Management
Wisconsin
$590K +$177K +7,058 +43%
LFG
252
Larson Financial Group
Missouri
$586K +$170K +6,808 +41%
VWA
253
Visionary Wealth Advisors
Illinois
$569K +$569K +22,732 New
RWM
254
RKL Wealth Management
Pennsylvania
$562K -$1.19M -47,551 -68%
Envestnet Portfolio Solutions
255
Envestnet Portfolio Solutions
Illinois
$561K -$1.1M -44,119 -66%
HCP
256
Hexagon Capital Partners
Arkansas
$549K +$25.7K +1,026 +5%
QP
257
Quartz Partners
New York
$544K
Empower Advisory Group
258
Empower Advisory Group
Colorado
$543K +$10.9K +436 +2%
MA
259
Mutual Advisors
Nebraska
$542K +$74.7K +3,008 +16%
EFN
260
Equita Financial Network
Pennsylvania
$534K -$6.16K -246 -1%
HCP
261
Hardin Capital Partners
South Carolina
$533K -$4.58K -184 -0.9%
RIM
262
Rockbridge Investment Management
New York
$533K -$501 -20 -0.1%
NFW
263
Noble Family Wealth
Florida
$531K +$451 +18 +0.1%
WAM
264
WNY Asset Management
New York
$504K -$40.4K -1,615 -7%
KPP
265
Kings Path Partners
Texas
$500K -$19.4K -777 -4%
BSB
266
Bangor Savings Bank
Maine
$499K -$1K -40 -0.2%
Tudor Investment Corp
267
Tudor Investment Corp
Connecticut
$497K +$497K +19,867 New
BPA
268
Beacon Pointe Advisors
California
$493K -$12.5K -500 -2%
FIC
269
Family Investment Center
Missouri
$490K +$4.76K +190 +1%
TCM
270
Twele Capital Management
Minnesota
$490K +$9.26K +370 +2%
MC
271
Moors & Cabot
Massachusetts
$484K +$74.6K +2,979 +18%
TCM
272
Tran Capital Management
California
$484K
JFGLC
273
Johnson Financial Group LLC (Colorado)
Colorado
$481K +$21.6K +864 +5%
EI
274
eCIO Inc
Wisconsin
$479K -$13.5K -539 -3%
AIA
275
Accelerate Investment Advisors
California
$468K +$159K +6,353 +51%