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Schwab Intermediately-Term US Treasury ETF

474 hedge funds and large institutions have $9.95B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
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
RCM
351
RB Capital Management
Nevada
$244K
ATPW
352
Ashton Thomas Private Wealth
Arizona
$243K
OCA
353
OpenArc Corporate Advisory
Georgia
$242K
SF
354
Seek First
California
$241K
BC
355
Bulwark Capital
Florida
$239K
VCP
356
Verus Capital Partners
Arizona
$238K
LA
357
Lifeworks Advisors
Michigan
$236K
Citigroup
358
Citigroup
New York
$233K
WTA
359
Washington Trust Advisors
Massachusetts
$229K
KF
360
Krilogy Financial
Missouri
$227K
CMAI
361
Capital Management Associates Inc
Minnesota
$225K
RWM
362
RKL Wealth Management
Pennsylvania
$224K
TPA
363
Trivium Point Advisory
Connecticut
$223K
HCM
364
Hollencrest Capital Management
California
$220K
OIA
365
OneDigital Investment Advisors
Kansas
$217K
CFG
366
Chapman Financial Group
Hawaii
$217K
AWA
367
Arkadios Wealth Advisors
Georgia
$212K
AFA
368
Amicus Financial Advisors
Texas
$210K
AIM
369
Acropolis Investment Management
Missouri
$209K
LOWM
370
Laurel Oak Wealth Management
New Jersey
$207K
FPWM
371
FSB Premier Wealth Management
Iowa
$206K
OSAM
372
O'Shaughnessy Asset Management
Connecticut
$205K
G
373
GenTrust
Florida
$204K
GSF
374
Grove Street Fiduciary
New Hampshire
$203K
ACG
375
Allen Capital Group
Nebraska
$202K