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Schwab Intermediately-Term US Treasury ETF

454 hedge funds and large institutions have $9.16B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 144 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
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

Top Buyers

1 +$94.4M
2 +$59.4M
3 +$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1 -$21.9M
2 -$21.9M
3 -$17.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.9M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CMP
301
Coston McIsaac & Partners
Maine
$332K
MWP
302
Meridian Wealth Partners
Pennsylvania
$330K
RA
303
RFG Advisory
Alabama
$330K
SGAM
304
Stephens Group Asset Management
Arkansas
$330K
CIA
305
Capital Investment Advisors
Georgia
$326K
CAL
306
Capital Analysts LLC
Pennsylvania
$322K
HR
307
Howe & Rusling
New York
$321K
CF
308
Copperwynd Financial
Arizona
$321K
HCM
309
Hollencrest Capital Management
California
$315K
FPAS
310
Focus Partners Advisor Solutions
Missouri
$311K
HAS
311
HBW Advisory Services
California
$311K
RI
312
Ridgewood Investments
New Jersey
$308K
CWM
313
Connecticut Wealth Management
Connecticut
$304K
FCB
314
First County Bank
Connecticut
$302K
MKA
315
M. Kulyk & Associates
Georgia
$298K
JWCA
316
J.W. Cole Advisors
Florida
$292K
RC
317
Roundview Capital
New Jersey
$287K
CAS
318
Coppell Advisory Solutions
Texas
$284K
PP
319
Patten & Patten
Tennessee
$279K
EAM
320
Evanson Asset Management
California
$278K
CAMG
321
CWA Asset Management Group
Florida
$274K
AAS
322
Asset Allocation Strategies
Michigan
$274K
MWM
323
Modern Wealth Management
Kansas
$273K
CBA
324
Coastal Bridge Advisors
Connecticut
$271K
CIA
325
Concurrent Investment Advisors
Florida
$269K