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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
SA
351
Seneschal Advisors
Washington
$279K
PP
352
Patten & Patten
Tennessee
$277K
LFG
353
Larson Financial Group
Missouri
$269K
WAM
354
Worth Asset Management
Texas
$264K
RCM
355
RB Capital Management
Nevada
$262K
OIA
356
OneDigital Investment Advisors
Kansas
$262K
I
357
INVST
Indiana
$258K
PFM
358
Professional Financial Management
Wisconsin
$255K
LEA
359
Legacy Edge Advisors
New York
$254K
VCP
360
Verus Capital Partners
Arizona
$252K
CFGW
361
Chancellor Financial Group WB
Pennsylvania
$251K
OCM
362
Orleans Capital Management
Louisiana
$249K
TFA
363
Transamerica Financial Advisors
Florida
$244K
PFA
364
Pure Financial Advisors
California
$242K
ATPW
365
Ashton Thomas Private Wealth
Arizona
$241K
SF
366
Seek First
California
$238K
MIA
367
Milestone Investment Advisors
Wisconsin
$237K
CFG
368
Chapman Financial Group
Hawaii
$233K
SWASL
369
Spartan Wealth Advisory Services LLC
Michigan
$229K
AQR Capital Management
370
AQR Capital Management
Connecticut
$228K
WTA
371
Washington Trust Advisors
Massachusetts
$227K
MCA
372
MSH Capital Advisors
Arizona
$227K
BWM
373
BCS Wealth Management
Tennessee
$226K
CMAI
374
Capital Management Associates Inc
Minnesota
$223K
CPIG
375
Chicago Partners Investment Group
Illinois
$220K