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Schwab Intermediately-Term US Treasury ETF

459 hedge funds and large institutions have $9.52B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 220 increasing their positions, 111 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
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
LAIC
301
Lederer & Associates Investment Counsel
California
$356K
RA
302
RFG Advisory
Alabama
$349K
CMP
303
Coston McIsaac & Partners
Maine
$337K
MWP
304
Meridian Wealth Partners
Pennsylvania
$335K
RC
305
Roundview Capital
New Jersey
$325K
LNWTC
306
Laird Norton Wetherby Trust Company
Washington
$321K
AAS
307
Asset Allocation Strategies
Michigan
$320K
SB
308
Strategic Blueprint
Georgia
$318K
FCB
309
First County Bank
Connecticut
$318K
LAM
310
L2 Asset Management
Massachusetts
$315K
CBA
311
Coastal Bridge Advisors
Connecticut
$309K
JWCA
312
J.W. Cole Advisors
Florida
$298K
SA
313
Seneschal Advisors
Washington
$293K
WAM
314
Worth Asset Management
Texas
$282K
EAM
315
Evanson Asset Management
California
$282K
PP
316
Patten & Patten
Tennessee
$280K
HCM
317
Hollencrest Capital Management
California
$276K
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$276K
Fidelity Investments
319
Fidelity Investments
Massachusetts
$274K
MWM
320
Modern Wealth Management
Kansas
$268K
VFS
321
Valpey Financial Services
New Hampshire
$258K
OIA
322
OneDigital Investment Advisors
Kansas
$255K
MKA
323
M. Kulyk & Associates
Georgia
$255K
WPA
324
West Paces Advisors
Georgia
$255K
ATPW
325
Ashton Thomas Private Wealth
Arizona
$253K