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Schwab Intermediately-Term US Treasury ETF

507 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
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

Top Buyers

1 +$283M
2 +$48.5M
3 +$30.8M
4
Bank of America
Bank of America
North Carolina
+$25.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
376
LongView Wealth Management
Georgia
$220K
HCM
377
Hollencrest Capital Management
California
$219K
AFA
378
Amicus Financial Advisors
Texas
$217K
MWM
379
Modern Wealth Management
Kansas
$214K
Rockefeller Capital Management
380
Rockefeller Capital Management
New York
$213K
AIM
381
Archer Investment Management
Texas
$208K
AIM
382
Acropolis Investment Management
Missouri
$208K
KF
383
Krilogy Financial
Missouri
$208K
IAS
384
Integrity Advisory Solutions
Texas
$208K
NHC
385
Nicholas Hoffman & Company
Georgia
$208K
LOWM
386
Laurel Oak Wealth Management
New Jersey
$206K
FPWM
387
FSB Premier Wealth Management
Iowa
$204K
AWA
388
Arkadios Wealth Advisors
Georgia
$203K
G
389
GenTrust
Florida
$203K
GSF
390
Grove Street Fiduciary
New Hampshire
$201K
JE
391
Jacobs Equity
Utah
$201K
GM
392
GeoWealth Management
Illinois
$200K
OSAM
393
O'Shaughnessy Asset Management
Connecticut
$199K
HNB
394
Huntington National Bank
Ohio
$188K
GSEP
395
Golden State Equity Partners
California
$177K
MCM
396
MAI Capital Management
Ohio
$163K
CJ
397
Caitlin John
Michigan
$155K
WPA
398
West Paces Advisors
Georgia
$151K
SA
399
Strategic Advocates
Utah
$149K
DCM
400
Dorato Capital Management
Colorado
$146K