SCHR icon

Schwab Intermediately-Term US Treasury ETF

467 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, 223 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
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
SAM
376
Smartleaf Asset Management
Massachusetts
$143K
AC
377
AlphaCore Capital
California
$137K
ATS
378
Ashton Thomas Securities
New York
$130K
WOSD
379
WFA of San Diego
California
$119K
PPA
380
Painted Porch Advisors
California
$108K
BIM
381
Breakwater Investment Management
Washington
$108K
TFA
382
Transamerica Financial Advisors
Florida
$105K
AIC
383
Archer Investment Corporation
Indiana
$102K
RF
384
Rossby Financial
Florida
$84.2K
PNC Financial Services Group
385
PNC Financial Services Group
Pennsylvania
$83.1K
ASN
386
Advisory Services Network
Georgia
$79K
NB
387
NBT Bank
New York
$78.8K
SA
388
Strategic Advocates
Utah
$78.7K
HI
389
Harbour Investments
Wisconsin
$77.7K
PP
390
PFS Partners
New Jersey
$74.2K
CBT
391
Crews Bank & Trust
Florida
$68.3K
POIA
392
Pin Oak Investment Advisors
Texas
$63.2K
AF
393
Advisornet Financial
Minnesota
$61.6K
CIAS
394
Capital Investment Advisory Services
North Carolina
$52.9K
GWM
395
Geneos Wealth Management
Colorado
$47.4K
VNA
396
Valley National Advisers
Pennsylvania
$45K
KFP
397
Kerr Financial Planning
California
$41.3K
UCB
398
United Community Bank
South Carolina
$40.2K
SPIA
399
Steward Partners Investment Advisory
New York
$38.8K
HI
400
Hoey Investments
Pennsylvania
$36.8K