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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
HR
351
Howe & Rusling
New York
$213K
BCWM
352
Bartlett & Co Wealth Management
Ohio
$213K
CIAS
353
CFS Investment Advisory Services
New Jersey
$210K
AIM
354
Acropolis Investment Management
Missouri
$209K
UCFA
355
United Capital Financial Advisors
Texas
$208K
G
356
GenTrust
Florida
$205K
GSF
357
Grove Street Fiduciary
New Hampshire
$203K
FF
358
Farrow Financial
Vermont
$201K
NP
359
NorthRock Partners
Minnesota
$201K
OSAM
360
O'Shaughnessy Asset Management
Connecticut
$200K
CFG
361
Chapman Financial Group
Hawaii
$198K
MIA
362
Milestone Investment Advisors
Wisconsin
$198K
US Bancorp
363
US Bancorp
Minnesota
$196K
GRP
364
Global Retirement Partners
California
$178K
HNB
365
Huntington National Bank
Ohio
$171K
PWMG
366
Private Wealth Management Group
New Jersey
$169K
ACA
367
Aptus Capital Advisors
Alabama
$159K
CJ
368
Caitlin John
Michigan
$156K
AAM
369
Advisors Asset Management
Colorado
$153K
OP
370
ORG Partners
Indiana
$153K
MCM
371
MAI Capital Management
Ohio
$153K
SAM
372
Smartleaf Asset Management
Massachusetts
$143K
AC
373
AlphaCore Capital
California
$137K
ATS
374
Ashton Thomas Securities
New York
$130K
BIM
375
Breakwater Investment Management
Washington
$108K