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Schwab Intermediately-Term US Treasury ETF

507 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
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

Top Buyers

1 +$283M
2 +$48.5M
3 +$30.8M
4
Bank of America
Bank of America
North Carolina
+$25.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
251
IHT Wealth Management
Illinois
$918K
FFG
252
Frisch Financial Group
New York
$917K
Truist Financial
253
Truist Financial
North Carolina
$913K
NWAG
254
Net Worth Advisory Group
Utah
$888K
FT
255
Fiduciary Trust
Massachusetts
$874K
WJA
256
Willis Johnson & Associates
Texas
$874K
BIA
257
Bell Investment Advisors
California
$842K
MC
258
Moors & Cabot
Massachusetts
$838K
IWC
259
Integrated Wealth Concepts
Massachusetts
$828K
BF
260
Brucke Financial
Indiana
$818K
SPF
261
South Plains Financial
Texas
$812K
AA
262
Alesco Advisors
New York
$805K
OFS
263
OneAscent Financial Services
Alabama
$792K
EWM
264
Evermay Wealth Management
Virginia
$774K
MFG
265
Merit Financial Group
Georgia
$763K
ASN
266
Advisory Services Network
Georgia
$757K
Envestnet Portfolio Solutions
267
Envestnet Portfolio Solutions
Illinois
$756K
SG
268
StoneX Group
New York
$748K
MOS
269
MGO One Seven
Ohio
$726K
RRA
270
Red Reef Advisors
Florida
$725K
SWM
271
SeaCrest Wealth Management
New York
$724K
HAG
272
HighPoint Advisor Group
Illinois
$708K
MKA
273
M. Kulyk & Associates
Georgia
$686K
XPN
274
XY Planning Network
Montana
$680K
VST
275
Van Strum & Towne
California
$679K