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Schwab Intermediately-Term US Treasury ETF

474 hedge funds and large institutions have $9.95B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
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
MWM
276
MBE Wealth Management
Wisconsin
$565K
HCP
277
Hexagon Capital Partners
Arkansas
$564K
NP
278
NorthRock Partners
Minnesota
$560K
EWM
279
Empirical Wealth Management
Washington
$559K
XPN
280
XY Planning Network
Montana
$557K
SPC
281
Sigma Planning Corp
Michigan
$554K
QP
282
Quartz Partners
New York
$552K
MKA
283
M. Kulyk & Associates
Georgia
$544K
FA
284
Fagan Associates
New York
$544K
WAM
285
Worth Asset Management
Texas
$541K
RIM
286
Rockbridge Investment Management
New York
$537K
TCM
287
Twele Capital Management
Minnesota
$523K
EI
288
eCIO Inc
Wisconsin
$508K
FIC
289
Family Investment Center
Missouri
$502K
HCP
290
Hardin Capital Partners
South Carolina
$494K
MA
291
Mutual Advisors
Nebraska
$487K
Fidelity Investments
292
Fidelity Investments
Massachusetts
$483K
NFW
293
Noble Family Wealth
Florida
$479K
IIM
294
IFC & Insurance Marketing
California
$479K
AIA
295
Accelerate Investment Advisors
California
$459K
BWM
296
BCS Wealth Management
Tennessee
$456K
PCWA
297
Pacific Capital Wealth Advisors
California
$451K
EFN
298
Equita Financial Network
Pennsylvania
$451K
Truist Financial
299
Truist Financial
North Carolina
$448K
PA
300
PFG Advisors
Arizona
$442K