SCHR icon

Schwab Intermediately-Term US Treasury ETF

466 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 55 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
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
Name Holding Trade Value Shares
Change
Change in
Stake
NP
276
NorthRock Partners
Minnesota
$560K
EWM
277
Empirical Wealth Management
Washington
$559K
XPN
278
XY Planning Network
Montana
$557K
SPC
279
Sigma Planning Corp
Michigan
$554K
QP
280
Quartz Partners
New York
$552K
MKA
281
M. Kulyk & Associates
Georgia
$544K
FA
282
Fagan Associates
New York
$544K
WAM
283
Worth Asset Management
Texas
$541K
RIM
284
Rockbridge Investment Management
New York
$537K
TCM
285
Twele Capital Management
Minnesota
$523K
EI
286
eCIO Inc
Wisconsin
$508K
FIC
287
Family Investment Center
Missouri
$502K
HCP
288
Hardin Capital Partners
South Carolina
$494K
MA
289
Mutual Advisors
Nebraska
$487K
Fidelity Investments
290
Fidelity Investments
Massachusetts
$483K
NFW
291
Noble Family Wealth
Florida
$479K
IIM
292
IFC & Insurance Marketing
California
$479K
AIA
293
Accelerate Investment Advisors
California
$459K
BWM
294
BCS Wealth Management
Tennessee
$456K
PCWA
295
Pacific Capital Wealth Advisors
California
$451K
EFN
296
Equita Financial Network
Pennsylvania
$451K
Truist Financial
297
Truist Financial
North Carolina
$448K
PA
298
PFG Advisors
Arizona
$442K
KWM
299
Kingsview Wealth Management
Oregon
$438K
LFG
300
Larson Financial Group
Missouri
$432K