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Schwab Intermediately-Term US Treasury ETF

451 hedge funds and large institutions have $9.14B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+18
Holders Change %
+4.16%
% of All Funds
6.05%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
68
Increased
188
Reduced
142
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
276
MGO One Seven
Ohio
$466K +$81.9K +3,273 +21%
LAIC
277
Lederer & Associates Investment Counsel
California
$461K +$650 +26 +0.1%
BAM
278
Belpointe Asset Management
Nevada
$458K +$458K +18,305 New
WF
279
WinCap Financial
Massachusetts
$448K +$448K +17,888 New
EFG
280
Ethos Financial Group
Pennsylvania
$447K +$447K +17,839 New
Truist Financial
281
Truist Financial
North Carolina
$432K -$924K -36,909 -68%
PFA
282
Portland Financial Advisors
New York
$424K
Citigroup
283
Citigroup
New York
$420K +$159K +6,361 +61%
Fidelity Investments
284
Fidelity Investments
Massachusetts
$419K +$262K +10,475 +167%
GS
285
GTS Securities
New York
$418K -$1.37M -54,583 -77%
EWA
286
EverSource Wealth Advisors
Alabama
$416K -$11.8K -473 -3%
IAN
287
Integrated Advisors Network
Texas
$414K -$35.9K -1,433 -8%
WAM
288
Worth Asset Management
Texas
$408K +$106K +4,242 +35%
AWM
289
AE Wealth Management
Kansas
$398K +$212K +8,482 +114%
XPN
290
XY Planning Network
Montana
$397K +$138K +5,499 +53%
NHT
291
New Hampshire Trust
New Hampshire
$387K +$4.36K +174 +1%
FA
292
FC Advisory
Pennsylvania
$375K +$2.68K +107 +0.7%
SIMG
293
Sonora Investment Management Group
Arizona
$370K +$73.6K +2,942 +25%
NA
294
Note Advisors
New York
$363K -$33K -1,320 -8%
ATPW
295
Ashton Thomas Private Wealth
Arizona
$338K +$338K +13,489 New
LAM
296
L2 Asset Management
Massachusetts
$336K +$21.7K +865 +7%
CMP
297
Coston McIsaac & Partners
Maine
$332K +$3.17K +127 +1%
MWP
298
Meridian Wealth Partners
Pennsylvania
$330K +$951 +38 +0.3%
RA
299
RFG Advisory
Alabama
$330K +$330K +13,194 New
SGAM
300
Stephens Group Asset Management
Arkansas
$330K +$2.85K +114 +0.9%