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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
ACA
376
Aptus Capital Advisors
Alabama
$69.7K
TCM
377
Tradewinds Capital Management
Washington
$66K
HI
378
Harbour Investments
Wisconsin
$65.5K
BMM
379
Berkshire Money Management
Massachusetts
$64.8K
POIA
380
Pin Oak Investment Advisors
Texas
$62K
PNC Financial Services Group
381
PNC Financial Services Group
Pennsylvania
$54.7K
AF
382
Advisornet Financial
Minnesota
$54K
GWM
383
Geneos Wealth Management
Colorado
$48.9K
BA
384
Bristlecone Advisors
Washington
$46.6K
TSMHT
385
Thurston Springer Miller Herd & Titak
Indiana
$44K
RWPA
386
Richard W. Paul & Associates
Michigan
$43.1K
VNA
387
Valley National Advisers
Pennsylvania
$42K
HI
388
Hoey Investments
Pennsylvania
$36.6K
RBC
389
Roble Belko & Company
Pennsylvania
$36K
MHR
390
Matthew Hamilton Rosenberg
$34.4K
BTI
391
Blue Trust Inc
Georgia
$31.2K
AAG
392
Armstrong Advisory Group
Massachusetts
$30.3K
KSB
393
Kennebec Savings Bank
Maine
$25.7K
RA
394
Rise Advisors
New York
$22K
MA
395
MCF Advisors
Kentucky
$21.9K
OPTFSNA
396
Old Point Trust & Financial Services N A
Virginia
$17.5K
PIP
397
Peachtree Investment Partners
Florida
$17.5K
CIBC Private Wealth Group
398
CIBC Private Wealth Group
Georgia
$17.3K
T
399
Transce3nd
Texas
$15.7K
LBC
400
Lowe Brockenbrough & Co
Virginia
$14.8K