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Schwab Intermediately-Term US Treasury ETF

459 hedge funds and large institutions have $9.52B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 220 increasing their positions, 111 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
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
TSS
251
Two Sigma Securities
New York
$718K
VWM
252
Vermillion Wealth Management
Minnesota
$713K
EWM
253
Evermay Wealth Management
Virginia
$709K
IAA
254
Independent Advisor Alliance
North Carolina
$706K
PAYA
255
Phil A. Younker & Associates
Alaska
$698K
JFGLC
256
Johnson Financial Group LLC (Colorado)
Colorado
$661K
HAFS
257
Hapanowicz & Associates Financial Services
Pennsylvania
$657K
PFBT
258
Parkside Financial Bank & Trust
Missouri
$639K
FA
259
Fagan Associates
New York
$605K
BPA
260
Beacon Pointe Advisors
California
$600K
FPAS
261
Focus Partners Advisor Solutions
Missouri
$585K
MWM
262
MBE Wealth Management
Wisconsin
$579K
QP
263
Quartz Partners
New York
$575K
Susquehanna International Group
264
Susquehanna International Group
Pennsylvania
$575K
HCP
265
Hexagon Capital Partners
Arkansas
$569K
HF
266
HRT Financial
New York
$558K
SPC
267
Sigma Planning Corp
Michigan
$558K
Empower Advisory Group
268
Empower Advisory Group
Colorado
$551K
NHT
269
New Hampshire Trust
New Hampshire
$549K
RIM
270
Rockbridge Investment Management
New York
$536K
NFW
271
Noble Family Wealth
Florida
$533K
MM
272
Meridian Management
Arkansas
$527K
HCP
273
Hardin Capital Partners
South Carolina
$519K
TCM
274
Twele Capital Management
Minnesota
$514K
WAM
275
WNY Asset Management
New York
$507K