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Schwab Intermediately-Term US Treasury ETF

449 hedge funds and large institutions have $9.14B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 187 increasing their positions, 141 reducing their positions, and 43 closing their positions.

Holders
449
Holders Change
+16
Holders Change %
+3.7%
% of All Funds
6.03%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
68
Increased
187
Reduced
141
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCWM
351
Bartlett & Co Wealth Management
Ohio
$203K 8,119 -19,925 -71%
GSF
352
Grove Street Fiduciary
New Hampshire
$202K 8,085
ATS
353
Ashton Thomas Securities
New York
$192K 7,688 -2,635 -26%
US Bancorp
354
US Bancorp
Minnesota
$181K 7,217 +593 +9%
PWMG
355
Private Wealth Management Group
New Jersey
$168K 6,710
OP
356
ORG Partners
Indiana
$152K 6,090
MCM
357
MAI Capital Management
Ohio
$140K 5,586 -189 -3%
GC
358
Garde Capital
Washington
$121K 4,836
SAM
359
Smartleaf Asset Management
Massachusetts
$119K 4,780 -3,269 -41%
WOSD
360
WFA of San Diego
California
$118K 4,730 +4,730 New
SPIA
361
Steward Partners Investment Advisory
New York
$112K 4,488 -4,001 -47%
AIC
362
Archer Investment Corporation
Indiana
$109K 4,364 +1 +0%
PPA
363
Painted Porch Advisors
California
$108K 4,306 -230 -5%
BIM
364
Breakwater Investment Management
Washington
$108K 4,296
CIAS
365
Capital Investment Advisory Services
North Carolina
$92.8K 3,706 +3,200 +632%
HDIM
366
Hanson & Doremus Investment Management
Vermont
$86K 3,444
RF
367
Rossby Financial
Florida
$85.9K 3,432 -306 -8%
QWM
368
Quaker Wealth Management
New Jersey
$76.4K 3,054 +3,054 New
NB
369
NBT Bank
New York
$72K 2,876
AG
370
AmeriFlex Group
Nevada
$71.1K 2,844 -621 -18%
ACA
371
Aptus Capital Advisors
Alabama
$69.7K 2,784 -1,455 -34%
TCM
372
Tradewinds Capital Management
Washington
$66K 2,636
HI
373
Harbour Investments
Wisconsin
$65.5K 2,617 +89 +4%
BMM
374
Berkshire Money Management
Massachusetts
$64.8K 2,587 +2,587 New
POIA
375
Pin Oak Investment Advisors
Texas
$62K 2,513 +2,513 New