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Schwab Intermediately-Term US Treasury ETF

507 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
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

Top Buyers

1 +$283M
2 +$48.5M
3 +$30.8M
4
Bank of America
Bank of America
North Carolina
+$25.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LAIC
326
Lederer & Associates Investment Counsel
California
$362K
SPW
327
Sonoma Private Wealth
California
$360K
RI
328
Rinkey Investments
California
$355K
CAC
329
Certified Advisory Corp
Florida
$352K
EFG
330
Ethos Financial Group
Pennsylvania
$345K
CMP
331
Coston McIsaac & Partners
Maine
$338K
SB
332
Strategic Blueprint
Georgia
$333K
KWM
333
Kingsview Wealth Management
Oregon
$332K
MM
334
Meridian Management
Arkansas
$330K
CBA
335
Coastal Bridge Advisors
Connecticut
$321K
VFS
336
Valpey Financial Services
New Hampshire
$319K
PNC Financial Services Group
337
PNC Financial Services Group
Pennsylvania
$314K
LAM
338
L2 Asset Management
Massachusetts
$313K
SW
339
Simplicity Wealth
New Jersey
$310K
JIC
340
Johnson Investment Counsel
Ohio
$297K
BPW
341
BLVD Private Wealth
Kentucky
$294K
QCM
342
Quantinno Capital Management
New York
$293K
BSB
343
Bangor Savings Bank
Maine
$292K
P
344
&Partners
Tennessee
$289K
AAS
345
Asset Allocation Strategies
Michigan
$289K
EAM
346
Evanson Asset Management
California
$284K
RC
347
Roundview Capital
New Jersey
$282K
BCI
348
Brinker Capital Investments
Pennsylvania
$282K
ACG
349
Allen Capital Group
Nebraska
$281K
Citigroup
350
Citigroup
New York
$281K