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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
CBA
326
Coastal Bridge Advisors
Connecticut
$312K
SA
327
Seneschal Advisors
Washington
$296K
Rockefeller Capital Management
328
Rockefeller Capital Management
New York
$294K
TFA
329
Transamerica Financial Advisors
Florida
$290K
PNC Financial Services Group
330
PNC Financial Services Group
Pennsylvania
$285K
EAM
331
Evanson Asset Management
California
$285K
MWM
332
Modern Wealth Management
Kansas
$283K
AAS
333
Asset Allocation Strategies
Michigan
$280K
PP
334
Patten & Patten
Tennessee
$279K
I
335
INVST
Indiana
$274K
AO
336
Advisor OS
Illinois
$273K
HWM
337
HB Wealth Management
Georgia
$272K
CAC
338
Certified Advisory Corp
Florida
$269K
BIP
339
Blueprint Investment Partners
North Carolina
$265K
IAS
340
Integrity Advisory Solutions
Texas
$260K
AGC
341
August Group Capital
$258K
WPA
342
West Paces Advisors
Georgia
$257K
CFGW
343
Chancellor Financial Group WB
Pennsylvania
$253K
OCM
344
Orleans Capital Management
Louisiana
$251K
QCM
345
Quantinno Capital Management
New York
$247K
RCM
346
RB Capital Management
Nevada
$244K
ATPW
347
Ashton Thomas Private Wealth
Arizona
$243K
OCA
348
OpenArc Corporate Advisory
Georgia
$242K
SF
349
Seek First
California
$241K
BC
350
Bulwark Capital
Florida
$239K