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Schwab Intermediately-Term US Treasury ETF

454 hedge funds and large institutions have $9.16B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 144 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
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 +$94.4M
2 +$59.4M
3 +$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1 -$21.9M
2 -$21.9M
3 -$17.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.9M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
276
Tran Capital Management
California
$484K
JFGLC
277
Johnson Financial Group LLC (Colorado)
Colorado
$481K
EI
278
eCIO Inc
Wisconsin
$479K
AIA
279
Accelerate Investment Advisors
California
$468K
MOS
280
MGO One Seven
Ohio
$466K
LAIC
281
Lederer & Associates Investment Counsel
California
$461K
BAM
282
Belpointe Asset Management
Nevada
$458K
WF
283
WinCap Financial
Massachusetts
$448K
EFG
284
Ethos Financial Group
Pennsylvania
$447K
Truist Financial
285
Truist Financial
North Carolina
$432K
PFA
286
Portland Financial Advisors
New York
$424K
Citigroup
287
Citigroup
New York
$420K
Fidelity Investments
288
Fidelity Investments
Massachusetts
$419K
GS
289
GTS Securities
New York
$418K
EWA
290
EverSource Wealth Advisors
Alabama
$416K
IAN
291
Integrated Advisors Network
Texas
$414K
WAM
292
Worth Asset Management
Texas
$408K
AWM
293
AE Wealth Management
Kansas
$398K
XPN
294
XY Planning Network
Montana
$397K
NHT
295
New Hampshire Trust
New Hampshire
$387K
FA
296
FC Advisory
Pennsylvania
$375K
SIMG
297
Sonora Investment Management Group
Arizona
$370K
NA
298
Note Advisors
New York
$363K
ATPW
299
Ashton Thomas Private Wealth
Arizona
$338K
LAM
300
L2 Asset Management
Massachusetts
$336K