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Schwab Intermediately-Term US Treasury ETF

465 hedge funds and large institutions have $9.55B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
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
GS
251
GWN Securities
Florida
$765K
AA
252
Alesco Advisors
New York
$729K
BIA
253
Bell Investment Advisors
California
$724K
TSS
254
Two Sigma Securities
New York
$718K
VWM
255
Vermillion Wealth Management
Minnesota
$713K
EWM
256
Evermay Wealth Management
Virginia
$709K
IAA
257
Independent Advisor Alliance
North Carolina
$706K
PAYA
258
Phil A. Younker & Associates
Alaska
$698K
JFGLC
259
Johnson Financial Group LLC (Colorado)
Colorado
$661K
HAFS
260
Hapanowicz & Associates Financial Services
Pennsylvania
$657K
PFBT
261
Parkside Financial Bank & Trust
Missouri
$639K
FA
262
Fagan Associates
New York
$605K
BPA
263
Beacon Pointe Advisors
California
$600K
FPAS
264
Focus Partners Advisor Solutions
Missouri
$585K
MWM
265
MBE Wealth Management
Wisconsin
$579K
QP
266
Quartz Partners
New York
$575K
Susquehanna International Group
267
Susquehanna International Group
Pennsylvania
$575K
HCP
268
Hexagon Capital Partners
Arkansas
$569K
HF
269
HRT Financial
New York
$558K
SPC
270
Sigma Planning Corp
Michigan
$558K
Empower Advisory Group
271
Empower Advisory Group
Colorado
$551K
NHT
272
New Hampshire Trust
New Hampshire
$549K
RIM
273
Rockbridge Investment Management
New York
$536K
NFW
274
Noble Family Wealth
Florida
$533K
MM
275
Meridian Management
Arkansas
$527K