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Schwab Intermediately-Term US Treasury ETF

507 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
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

Top Buyers

1 +$283M
2 +$48.5M
3 +$30.8M
4
Bank of America
Bank of America
North Carolina
+$25.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
301
World Investment Advisors
California
$484K
MA
302
Mutual Advisors
Nebraska
$481K
CFA
303
Churchill Financial Advisors
Kentucky
$466K
AIA
304
Accelerate Investment Advisors
California
$465K
SCA
305
Snowden Capital Advisors
New York
$464K
PCWA
306
Pacific Capital Wealth Advisors
California
$448K
CAL
307
Capital Analysts LLC
Pennsylvania
$444K
PA
308
PFG Advisors
Arizona
$444K
MWM
309
MBE Wealth Management
Wisconsin
$443K
SAW
310
Signal Advisors Wealth
Michigan
$432K
RF
311
rebel Financial
Ohio
$429K
LWL
312
Leo Wealth LLC
Texas
$424K
US Bancorp
313
US Bancorp
Minnesota
$417K
WAM
314
WNY Asset Management
New York
$406K
IAN
315
Integrated Advisors Network
Texas
$406K
SPC
316
Sigma Planning Corp
Michigan
$403K
TS
317
TradeWell Securities
Indiana
$400K
NFW
318
Noble Family Wealth
Florida
$398K
JESC
319
J.E. Simmons & Co
Texas
$397K
RA
320
RFG Advisory
Alabama
$387K
FA
321
FC Advisory
Pennsylvania
$381K
CD
322
Chapin Davis
Maryland
$373K
NA
323
Note Advisors
New York
$373K
FPAS
324
Focus Partners Advisor Solutions
Missouri
$370K
CCM
325
Compass Capital Management
Minnesota
$369K