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Schwab Intermediately-Term US Treasury ETF

466 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 55 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
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
Name Holding Trade Value Shares
Change
Change in
Stake
JESC
301
J.E. Simmons & Co
Texas
$428K
PFA
302
Portland Financial Advisors
New York
$422K
IAN
303
Integrated Advisors Network
Texas
$418K
BSB
304
Bangor Savings Bank
Maine
$416K
CCM
305
Compass Capital Management
Minnesota
$404K
RA
306
RFG Advisory
Alabama
$395K
LNWTC
307
Laird Norton Wetherby Trust Company
Washington
$392K
UBS AM
308
UBS AM
Illinois
$389K
RI
309
Rinkey Investments
California
$389K
FA
310
FC Advisory
Pennsylvania
$382K
CFA
311
Churchill Financial Advisors
Kentucky
$378K
CD
312
Chapin Davis
Maryland
$376K
NA
313
Note Advisors
New York
$374K
BCI
314
Brinker Capital Investments
Pennsylvania
$374K
LAIC
315
Lederer & Associates Investment Counsel
California
$361K
CMP
316
Coston McIsaac & Partners
Maine
$340K
CA
317
Claro Advisors
Massachusetts
$333K
FCB
318
First County Bank
Connecticut
$327K
SB
319
Strategic Blueprint
Georgia
$326K
RC
320
Roundview Capital
New Jersey
$324K
AAM
321
Advisors Asset Management
Colorado
$322K
GRP
322
Global Retirement Partners
California
$321K
FPAS
323
Focus Partners Advisor Solutions
Missouri
$319K
CAL
324
Capital Analysts LLC
Pennsylvania
$315K
LAM
325
L2 Asset Management
Massachusetts
$315K