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Schwab Intermediately-Term US Treasury ETF

474 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 63 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
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
WIA
301
World Investment Advisors
California
$439K
KWM
302
Kingsview Wealth Management
Oregon
$438K
LFG
303
Larson Financial Group
Missouri
$432K
JESC
304
J.E. Simmons & Co
Texas
$428K
PFA
305
Portland Financial Advisors
New York
$422K
IAN
306
Integrated Advisors Network
Texas
$418K
BSB
307
Bangor Savings Bank
Maine
$416K
CCM
308
Compass Capital Management
Minnesota
$404K
RA
309
RFG Advisory
Alabama
$395K
LNWTC
310
Laird Norton Wetherby Trust Company
Washington
$392K
UBS AM
311
UBS AM
Illinois
$389K
RI
312
Rinkey Investments
California
$389K
RF
313
rebel Financial
Ohio
$388K
FA
314
FC Advisory
Pennsylvania
$382K
CFA
315
Churchill Financial Advisors
Kentucky
$378K
CD
316
Chapin Davis
Maryland
$376K
NA
317
Note Advisors
New York
$374K
BCI
318
Brinker Capital Investments
Pennsylvania
$374K
LAIC
319
Lederer & Associates Investment Counsel
California
$361K
CMP
320
Coston McIsaac & Partners
Maine
$340K
CA
321
Claro Advisors
Massachusetts
$333K
FCB
322
First County Bank
Connecticut
$327K
SB
323
Strategic Blueprint
Georgia
$326K
RC
324
Roundview Capital
New Jersey
$324K
AAM
325
Advisors Asset Management
Colorado
$322K