SCHR icon

Schwab Intermediately-Term US Treasury ETF

466 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 55 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
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
Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
251
Net Worth Advisory Group
Utah
$841K
SFA
252
Sequoia Financial Advisors
Ohio
$840K
PFBT
253
Parkside Financial Bank & Trust
Missouri
$831K
MC
254
Moors & Cabot
Massachusetts
$831K
MFG
255
Merit Financial Group
Georgia
$819K
AA
256
Alesco Advisors
New York
$811K
PAG
257
Private Advisor Group
New Jersey
$794K
CA
258
CoreCap Advisors
Michigan
$767K
OFS
259
OneAscent Financial Services
Alabama
$764K
SWM
260
SeaCrest Wealth Management
New York
$763K
BPA
261
Beacon Pointe Advisors
California
$722K
EWM
262
Evermay Wealth Management
Virginia
$708K
PAYA
263
Phil A. Younker & Associates
Alaska
$690K
NCM
264
Northwest Capital Management
Oregon
$673K
VWM
265
Vermillion Wealth Management
Minnesota
$653K
IAA
266
Independent Advisor Alliance
North Carolina
$636K
MM
267
Meridian Management
Arkansas
$627K
VST
268
Van Strum & Towne
California
$621K
MOS
269
MGO One Seven
Ohio
$600K
IWC
270
Integrated Wealth Concepts
Massachusetts
$593K
Goldman Sachs
271
Goldman Sachs
New York
$586K
Empower Advisory Group
272
Empower Advisory Group
Colorado
$585K
SA
273
Sanctuary Advisors
Indiana
$578K
MWM
274
MBE Wealth Management
Wisconsin
$565K
HCP
275
Hexagon Capital Partners
Arkansas
$564K