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Schwab Intermediately-Term US Treasury ETF

459 hedge funds and large institutions have $9.52B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 220 increasing their positions, 111 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
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
CFGW
326
Chancellor Financial Group WB
Pennsylvania
$253K
CAC
327
Certified Advisory Corp
Florida
$252K
OCM
328
Orleans Capital Management
Louisiana
$251K
M1FG
329
Mach-1 Financial Group
Arkansas
$249K
IAS
330
Integrity Advisory Solutions
Texas
$249K
AO
331
Advisor OS
Illinois
$247K
WTA
332
Washington Trust Advisors
Massachusetts
$246K
BFA
333
Bragg Financial Advisors
North Carolina
$242K
Kovitz Investment Group Partners
334
Kovitz Investment Group Partners
Illinois
$241K
BC
335
Bulwark Capital
Florida
$240K
SF
336
Seek First
California
$239K
Rockefeller Capital Management
337
Rockefeller Capital Management
New York
$238K
FPWM
338
FSB Premier Wealth Management
Iowa
$237K
CPIG
339
Chicago Partners Investment Group
Illinois
$237K
BCI
340
Brinker Capital Investments
Pennsylvania
$237K
KF
341
Krilogy Financial
Missouri
$235K
CAMG
342
CWA Asset Management Group
Florida
$233K
Citigroup
343
Citigroup
New York
$230K
HSA
344
HBK Sorce Advisory
Pennsylvania
$228K
BWM
345
BCS Wealth Management
Tennessee
$226K
JWBC
346
John W. Brooker & Co
California
$225K
P
347
&Partners
Tennessee
$225K
TPA
348
Trivium Point Advisory
Connecticut
$222K
LA
349
Lifeworks Advisors
Michigan
$218K
VST
350
Van Strum & Towne
California
$217K