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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
GRP
326
Global Retirement Partners
California
$321K
VFS
327
Valpey Financial Services
New Hampshire
$321K
FPAS
328
Focus Partners Advisor Solutions
Missouri
$319K
CAL
329
Capital Analysts LLC
Pennsylvania
$315K
LAM
330
L2 Asset Management
Massachusetts
$315K
CBA
331
Coastal Bridge Advisors
Connecticut
$312K
SA
332
Seneschal Advisors
Washington
$296K
Rockefeller Capital Management
333
Rockefeller Capital Management
New York
$294K
TFA
334
Transamerica Financial Advisors
Florida
$290K
PNC Financial Services Group
335
PNC Financial Services Group
Pennsylvania
$285K
EAM
336
Evanson Asset Management
California
$285K
MWM
337
Modern Wealth Management
Kansas
$283K
AAS
338
Asset Allocation Strategies
Michigan
$280K
PP
339
Patten & Patten
Tennessee
$279K
I
340
INVST
Indiana
$274K
AO
341
Advisor OS
Illinois
$273K
HWM
342
HB Wealth Management
Georgia
$272K
CAC
343
Certified Advisory Corp
Florida
$269K
BIP
344
Blueprint Investment Partners
North Carolina
$265K
IAS
345
Integrity Advisory Solutions
Texas
$260K
AGC
346
August Group Capital
$258K
WPA
347
West Paces Advisors
Georgia
$257K
CFGW
348
Chancellor Financial Group WB
Pennsylvania
$253K
OCM
349
Orleans Capital Management
Louisiana
$251K
QCM
350
Quantinno Capital Management
New York
$247K