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Schwab Intermediately-Term US Treasury ETF

449 hedge funds and large institutions have $9.14B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 187 increasing their positions, 141 reducing their positions, and 43 closing their positions.

Holders
449
Holders Change
+16
Holders Change %
+3.7%
% of All Funds
6.03%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
68
Increased
187
Reduced
141
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WPA
326
West Paces Advisors
Georgia
$254K 10,135 +400 +4%
CFGW
327
Chancellor Financial Group WB
Pennsylvania
$252K 10,067 -4 -0%
CAC
328
Certified Advisory Corp
Florida
$251K 10,011 +10 +0.1%
OCM
329
Orleans Capital Management
Louisiana
$250K 10,000 -300 -3%
OIA
330
OneDigital Investment Advisors
Kansas
$249K 9,952 -3,767 -27%
WTA
331
Washington Trust Advisors
Massachusetts
$245K 9,775 -225 -2%
Kovitz Investment Group Partners
332
Kovitz Investment Group Partners
Illinois
$240K 9,590 +9,590 New
BCI
333
Brinker Capital Investments
Pennsylvania
$238K 9,492 -58,670 -86%
SF
334
Seek First
California
$236K 9,419 +89 +1%
WA
335
WBH Advisory
Maryland
$235K 9,381 -793 -8%
LIA
336
LBMC Investment Advisors
Tennessee
$230K 9,188
AO
337
Advisor OS
Illinois
$230K 9,171 +9,171 New
SB
338
Strategic Blueprint
Georgia
$226K 9,026 +9,026 New
DWM
339
Destination Wealth Management
California
$224K 8,968 +8,968 New
MIA
340
Milestone Investment Advisors
Wisconsin
$223K 8,910
FPWM
341
FSB Premier Wealth Management
Iowa
$220K 8,799 -60 -0.7%
LA
342
Lifeworks Advisors
Michigan
$217K 8,682 -133 -2%
TPA
343
Trivium Point Advisory
Connecticut
$217K 8,656 +8,656 New
VST
344
Van Strum & Towne
California
$217K 8,650 +600 +7%
CFG
345
Chapman Financial Group
Hawaii
$210K 8,400 +8,400 New
BWM
346
BCS Wealth Management
Tennessee
$209K 8,331 +70 +0.8%
AIM
347
Acropolis Investment Management
Missouri
$209K 8,344 +220 +3%
CIAS
348
CFS Investment Advisory Services
New Jersey
$208K 8,312 -442 -5%
SWGC
349
Summit Wealth Group (Colorado)
Colorado
$207K 8,288 +8,288 New
CA
350
Claro Advisors
Massachusetts
$207K 8,284 -4,497 -35%