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Schwab Intermediately-Term US Treasury ETF

474 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 63 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
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
BIA
251
Bell Investment Advisors
California
$843K
NWAG
252
Net Worth Advisory Group
Utah
$841K
SFA
253
Sequoia Financial Advisors
Ohio
$840K
PFBT
254
Parkside Financial Bank & Trust
Missouri
$831K
MC
255
Moors & Cabot
Massachusetts
$831K
MFG
256
Merit Financial Group
Georgia
$819K
AA
257
Alesco Advisors
New York
$811K
PAG
258
Private Advisor Group
New Jersey
$794K
CA
259
CoreCap Advisors
Michigan
$767K
OFS
260
OneAscent Financial Services
Alabama
$764K
SWM
261
SeaCrest Wealth Management
New York
$763K
BPA
262
Beacon Pointe Advisors
California
$722K
EWM
263
Evermay Wealth Management
Virginia
$708K
PAYA
264
Phil A. Younker & Associates
Alaska
$690K
NCM
265
Northwest Capital Management
Oregon
$673K
RRAL
266
RED REEF ADVISORS LLC
Florida
$653K
VWM
267
Vermillion Wealth Management
Minnesota
$653K
IAA
268
Independent Advisor Alliance
North Carolina
$636K
MM
269
Meridian Management
Arkansas
$627K
VST
270
Van Strum & Towne
California
$621K
MOS
271
MGO One Seven
Ohio
$600K
IWC
272
Integrated Wealth Concepts
Massachusetts
$593K
Goldman Sachs
273
Goldman Sachs
New York
$586K
Empower Advisory Group
274
Empower Advisory Group
Colorado
$585K
SA
275
Sanctuary Advisors
Indiana
$578K