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Schwab Intermediately-Term US Treasury ETF

454 hedge funds and large institutions have $9.16B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 144 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
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

Top Buyers

1 +$94.4M
2 +$59.4M
3 +$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1 -$21.9M
2 -$21.9M
3 -$17.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.9M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
351
Acropolis Investment Management
Missouri
$209K
CIAS
352
CFS Investment Advisory Services
New Jersey
$208K
SWGC
353
Summit Wealth Group (Colorado)
Colorado
$207K
CA
354
Claro Advisors
Massachusetts
$207K
G
355
GenTrust
Florida
$204K
BCWM
356
Bartlett & Co Wealth Management
Ohio
$203K
GSF
357
Grove Street Fiduciary
New Hampshire
$202K
ATS
358
Ashton Thomas Securities
New York
$192K
US Bancorp
359
US Bancorp
Minnesota
$181K
PWMG
360
Private Wealth Management Group
New Jersey
$168K
OP
361
ORG Partners
Indiana
$152K
MCM
362
MAI Capital Management
Ohio
$140K
GC
363
Garde Capital
Washington
$121K
SAM
364
Smartleaf Asset Management
Massachusetts
$119K
WOSD
365
WFA of San Diego
California
$118K
SPIA
366
Steward Partners Investment Advisory
New York
$112K
AIC
367
Archer Investment Corporation
Indiana
$109K
PPA
368
Painted Porch Advisors
California
$108K
BIM
369
Breakwater Investment Management
Washington
$108K
CIAS
370
Capital Investment Advisory Services
North Carolina
$92.8K
HDIM
371
Hanson & Doremus Investment Management
Vermont
$86K
RF
372
Rossby Financial
Florida
$85.9K
QWM
373
Quaker Wealth Management
New Jersey
$76.4K
NB
374
NBT Bank
New York
$72K
AG
375
AmeriFlex Group
Nevada
$71.1K