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Schwab Intermediately-Term US Treasury ETF

465 hedge funds and large institutions have $9.55B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
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
P
351
&Partners
Tennessee
$225K
TPA
352
Trivium Point Advisory
Connecticut
$222K
LA
353
Lifeworks Advisors
Michigan
$218K
VST
354
Van Strum & Towne
California
$217K
HR
355
Howe & Rusling
New York
$213K
BCWM
356
Bartlett & Co Wealth Management
Ohio
$213K
CIAS
357
CFS Investment Advisory Services
New Jersey
$210K
AIM
358
Acropolis Investment Management
Missouri
$209K
UCFA
359
United Capital Financial Advisors
Texas
$208K
G
360
GenTrust
Florida
$205K
GSF
361
Grove Street Fiduciary
New Hampshire
$203K
FF
362
Farrow Financial
Vermont
$201K
NP
363
NorthRock Partners
Minnesota
$201K
OSAM
364
O'Shaughnessy Asset Management
Connecticut
$200K
CFG
365
Chapman Financial Group
Hawaii
$198K
MIA
366
Milestone Investment Advisors
Wisconsin
$198K
US Bancorp
367
US Bancorp
Minnesota
$196K
GRP
368
Global Retirement Partners
California
$178K
HNB
369
Huntington National Bank
Ohio
$171K
PWMG
370
Private Wealth Management Group
New Jersey
$169K
ACA
371
Aptus Capital Advisors
Alabama
$159K
CJ
372
Caitlin John
Michigan
$156K
AAM
373
Advisors Asset Management
Colorado
$153K
OP
374
ORG Partners
Indiana
$153K
MCM
375
MAI Capital Management
Ohio
$153K