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Schwab Intermediately-Term US Treasury ETF

507 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
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

Top Buyers

1 +$283M
2 +$48.5M
3 +$30.8M
4
Bank of America
Bank of America
North Carolina
+$25.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NP
276
NorthRock Partners
Minnesota
$670K
BPA
277
Beacon Pointe Advisors
California
$667K
Empower Advisory Group
278
Empower Advisory Group
Colorado
$662K
IAA
279
Independent Advisor Alliance
North Carolina
$660K
PFA
280
Portland Financial Advisors
New York
$645K
Fidelity Investments
281
Fidelity Investments
Massachusetts
$609K
SA
282
Sanctuary Advisors
Indiana
$598K
PFBT
283
Parkside Financial Bank & Trust
Missouri
$583K
EWM
284
Empirical Wealth Management
Washington
$570K
FIC
285
Family Investment Center
Missouri
$564K
SFA
286
Sequoia Financial Advisors
Ohio
$560K
FWI
287
Facet Wealth Inc
Maryland
$557K
VWM
288
Vermillion Wealth Management
Minnesota
$549K
QP
289
Quartz Partners
New York
$548K
AAM
290
Advisors Asset Management
Colorado
$543K
HCP
291
Hexagon Capital Partners
Arkansas
$537K
RIM
292
Rockbridge Investment Management
New York
$534K
MWM
293
Mission Wealth Management
California
$530K
FA
294
Fagan Associates
New York
$527K
EI
295
eCIO Inc
Wisconsin
$526K
PCM
296
Parsons Capital Management
Rhode Island
$523K
TCM
297
Twele Capital Management
Minnesota
$523K
FLPIM
298
F.L. Putnam Investment Management
Massachusetts
$513K
EFN
299
Equita Financial Network
Pennsylvania
$505K
HCP
300
Hardin Capital Partners
South Carolina
$491K