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Schwab Intermediately-Term US Treasury ETF

465 hedge funds and large institutions have $9.55B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
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
OIA
326
OneDigital Investment Advisors
Kansas
$255K
MKA
327
M. Kulyk & Associates
Georgia
$255K
WPA
328
West Paces Advisors
Georgia
$255K
ATPW
329
Ashton Thomas Private Wealth
Arizona
$253K
CFGW
330
Chancellor Financial Group WB
Pennsylvania
$253K
CAC
331
Certified Advisory Corp
Florida
$252K
OCM
332
Orleans Capital Management
Louisiana
$251K
M1FG
333
Mach-1 Financial Group
Arkansas
$249K
IAS
334
Integrity Advisory Solutions
Texas
$249K
AO
335
Advisor OS
Illinois
$247K
WTA
336
Washington Trust Advisors
Massachusetts
$246K
BFA
337
Bragg Financial Advisors
North Carolina
$242K
Kovitz Investment Group Partners
338
Kovitz Investment Group Partners
Illinois
$241K
BC
339
Bulwark Capital
Florida
$240K
SF
340
Seek First
California
$239K
Rockefeller Capital Management
341
Rockefeller Capital Management
New York
$238K
FPWM
342
FSB Premier Wealth Management
Iowa
$237K
CPIG
343
Chicago Partners Investment Group
Illinois
$237K
BCI
344
Brinker Capital Investments
Pennsylvania
$237K
KF
345
Krilogy Financial
Missouri
$235K
CAMG
346
CWA Asset Management Group
Florida
$233K
Citigroup
347
Citigroup
New York
$230K
HSA
348
HBK Sorce Advisory
Pennsylvania
$228K
BWM
349
BCS Wealth Management
Tennessee
$226K
JWBC
350
John W. Brooker & Co
California
$225K