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Schwab Intermediately-Term US Treasury ETF

465 hedge funds and large institutions have $9.55B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
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
CD
301
Chapin Davis
Maryland
$376K
NA
302
Note Advisors
New York
$376K
MC
303
Moors & Cabot
Massachusetts
$375K
SIMG
304
Sonora Investment Management Group
Arizona
$361K
LAIC
305
Lederer & Associates Investment Counsel
California
$356K
RA
306
RFG Advisory
Alabama
$349K
CMP
307
Coston McIsaac & Partners
Maine
$337K
MWP
308
Meridian Wealth Partners
Pennsylvania
$335K
RC
309
Roundview Capital
New Jersey
$325K
LNWTC
310
Laird Norton Wetherby Trust Company
Washington
$321K
AAS
311
Asset Allocation Strategies
Michigan
$320K
SB
312
Strategic Blueprint
Georgia
$318K
FCB
313
First County Bank
Connecticut
$318K
LAM
314
L2 Asset Management
Massachusetts
$315K
CBA
315
Coastal Bridge Advisors
Connecticut
$309K
JWCA
316
J.W. Cole Advisors
Florida
$298K
SA
317
Seneschal Advisors
Washington
$293K
WAM
318
Worth Asset Management
Texas
$282K
EAM
319
Evanson Asset Management
California
$282K
PP
320
Patten & Patten
Tennessee
$280K
HCM
321
Hollencrest Capital Management
California
$276K
CIBC Private Wealth Group
322
CIBC Private Wealth Group
Georgia
$276K
Fidelity Investments
323
Fidelity Investments
Massachusetts
$274K
MWM
324
Modern Wealth Management
Kansas
$268K
VFS
325
Valpey Financial Services
New Hampshire
$258K