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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, 222 increasing their positions, 113 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
MM
276
Meridian Management
Arkansas
$527K
HCP
277
Hardin Capital Partners
South Carolina
$519K
TCM
278
Twele Capital Management
Minnesota
$514K
WAM
279
WNY Asset Management
New York
$507K
EI
280
eCIO Inc
Wisconsin
$502K
FIC
281
Family Investment Center
Missouri
$497K
BSB
282
Bangor Savings Bank
Maine
$487K
MA
283
Mutual Advisors
Nebraska
$486K
TCM
284
Tran Capital Management
California
$486K
AIA
285
Accelerate Investment Advisors
California
$472K
Truist Financial
286
Truist Financial
North Carolina
$469K
EFN
287
Equita Financial Network
Pennsylvania
$464K
CPG
288
Cornerstone Planning Group
New Jersey
$460K
LFG
289
Larson Financial Group
Missouri
$454K
PCWA
290
Pacific Capital Wealth Advisors
California
$452K
MOS
291
MGO One Seven
Ohio
$434K
RWM
292
RKL Wealth Management
Pennsylvania
$433K
PA
293
PFG Advisors
Arizona
$429K
IAN
294
Integrated Advisors Network
Texas
$426K
PFA
295
Portland Financial Advisors
New York
$422K
CAL
296
Capital Analysts LLC
Pennsylvania
$418K
CCM
297
Compass Capital Management
Minnesota
$403K
XPN
298
XY Planning Network
Montana
$397K
RI
299
Rinkey Investments
California
$390K
FA
300
FC Advisory
Pennsylvania
$379K