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Schwab Intermediately-Term US Treasury ETF

454 hedge funds and large institutions have $9.16B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 144 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
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

Top Buyers

1 +$94.4M
2 +$59.4M
3 +$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1 -$21.9M
2 -$21.9M
3 -$17.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.9M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
251
Fagan Associates
New York
$611K
SPC
252
Sigma Planning Corp
Michigan
$604K
SA
253
Seneschal Advisors
Washington
$599K
TPI
254
Trust Point Inc
Wisconsin
$592K
MWM
255
MBE Wealth Management
Wisconsin
$590K
LFG
256
Larson Financial Group
Missouri
$586K
VWA
257
Visionary Wealth Advisors
Illinois
$569K
RWM
258
RKL Wealth Management
Pennsylvania
$562K
Envestnet Portfolio Solutions
259
Envestnet Portfolio Solutions
Illinois
$561K
HCP
260
Hexagon Capital Partners
Arkansas
$549K
QP
261
Quartz Partners
New York
$544K
Empower Advisory Group
262
Empower Advisory Group
Colorado
$543K
MA
263
Mutual Advisors
Nebraska
$542K
EFN
264
Equita Financial Network
Pennsylvania
$534K
HCP
265
Hardin Capital Partners
South Carolina
$533K
RIM
266
Rockbridge Investment Management
New York
$533K
NFW
267
Noble Family Wealth
Florida
$531K
WAM
268
WNY Asset Management
New York
$504K
KPP
269
Kings Path Partners
Texas
$500K
BSB
270
Bangor Savings Bank
Maine
$499K
Tudor Investment Corp
271
Tudor Investment Corp
Connecticut
$497K
BPA
272
Beacon Pointe Advisors
California
$493K
FIC
273
Family Investment Center
Missouri
$490K
TCM
274
Twele Capital Management
Minnesota
$490K
MC
275
Moors & Cabot
Massachusetts
$484K