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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
OP
376
ORG Partners
Indiana
$153K
DCM
377
Dorato Capital Management
Colorado
$148K
SAM
378
Smartleaf Asset Management
Massachusetts
$147K
WIA
379
World Investment Advisors
California
$146K
PWMG
380
Private Wealth Management Group
New Jersey
$142K
IAIM
381
International Assets Investment Management
Florida
$142K
ATS
382
Ashton Thomas Securities
New York
$141K
HR
383
Howe & Rusling
New York
$132K
CIBC Private Wealth Group
384
CIBC Private Wealth Group
Georgia
$122K
WOSD
385
WFA of San Diego
California
$119K
MIA
386
Milestone Investment Advisors
Wisconsin
$109K
AIC
387
Archer Investment Corporation
Indiana
$102K
BIM
388
Breakwater Investment Management
Washington
$98.5K
SAG
389
SageView Advisory Group
California
$86.2K
AA
390
Ancora Advisors
Ohio
$85.4K
RF
391
Rossby Financial
Florida
$84.9K
RDFA
392
Ritter Daniher Financial Advisory
Ohio
$84.5K
KFP
393
Kerr Financial Planning
California
$82.5K
SA
394
Strategic Advocates
Utah
$79.5K
W
395
WealthCollab
Washington
$79.1K
HI
396
Harbour Investments
Wisconsin
$75.4K
PP
397
PFS Partners
New Jersey
$74.1K
CBT
398
Crews Bank & Trust
Florida
$67.4K
POIA
399
Pin Oak Investment Advisors
Texas
$63K
BCWM
400
Bartlett & Co Wealth Management
Ohio
$61.3K