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Schwab Intermediately-Term US Treasury ETF

466 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 55 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
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
Name Holding Trade Value Shares
Change
Change in
Stake
VCP
351
Verus Capital Partners
Arizona
$238K
LA
352
Lifeworks Advisors
Michigan
$236K
Citigroup
353
Citigroup
New York
$233K
WTA
354
Washington Trust Advisors
Massachusetts
$229K
KF
355
Krilogy Financial
Missouri
$227K
CMAI
356
Capital Management Associates Inc
Minnesota
$225K
RWM
357
RKL Wealth Management
Pennsylvania
$224K
TPA
358
Trivium Point Advisory
Connecticut
$223K
HCM
359
Hollencrest Capital Management
California
$220K
OIA
360
OneDigital Investment Advisors
Kansas
$217K
CFG
361
Chapman Financial Group
Hawaii
$217K
AWA
362
Arkadios Wealth Advisors
Georgia
$212K
AIM
363
Acropolis Investment Management
Missouri
$209K
LOWM
364
Laurel Oak Wealth Management
New Jersey
$207K
FPWM
365
FSB Premier Wealth Management
Iowa
$206K
OSAM
366
O'Shaughnessy Asset Management
Connecticut
$205K
G
367
GenTrust
Florida
$204K
GSF
368
Grove Street Fiduciary
New Hampshire
$203K
ACG
369
Allen Capital Group
Nebraska
$202K
US Bancorp
370
US Bancorp
Minnesota
$200K
MCM
371
MAI Capital Management
Ohio
$193K
CIAS
372
Capital Investment Advisory Services
North Carolina
$186K
JWCA
373
J.W. Cole Advisors
Florida
$162K
CJ
374
Caitlin John
Michigan
$156K
HNB
375
Huntington National Bank
Ohio
$155K