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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, 221 increasing their positions, 114 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
HCP
276
Hardin Capital Partners
South Carolina
$519K
TCM
277
Twele Capital Management
Minnesota
$514K
WAM
278
WNY Asset Management
New York
$507K
EI
279
eCIO Inc
Wisconsin
$502K
FIC
280
Family Investment Center
Missouri
$497K
BSB
281
Bangor Savings Bank
Maine
$487K
MA
282
Mutual Advisors
Nebraska
$486K
TCM
283
Tran Capital Management
California
$486K
AIA
284
Accelerate Investment Advisors
California
$472K
Truist Financial
285
Truist Financial
North Carolina
$469K
EFN
286
Equita Financial Network
Pennsylvania
$464K
CPG
287
Cornerstone Planning Group
New Jersey
$460K
LFG
288
Larson Financial Group
Missouri
$454K
PCWA
289
Pacific Capital Wealth Advisors
California
$452K
MOS
290
MGO One Seven
Ohio
$434K
RWM
291
RKL Wealth Management
Pennsylvania
$433K
PA
292
PFG Advisors
Arizona
$429K
IAN
293
Integrated Advisors Network
Texas
$426K
PFA
294
Portland Financial Advisors
New York
$422K
CAL
295
Capital Analysts LLC
Pennsylvania
$418K
CCM
296
Compass Capital Management
Minnesota
$403K
XPN
297
XY Planning Network
Montana
$397K
SA
298
Sanctuary Advisors
Indiana
$394K
RI
299
Rinkey Investments
California
$390K
FA
300
FC Advisory
Pennsylvania
$379K