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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
SAM
376
Smartleaf Asset Management
Massachusetts
$143K
AC
377
AlphaCore Capital
California
$137K
ATS
378
Ashton Thomas Securities
New York
$130K
PPA
379
Painted Porch Advisors
California
$108K
BIM
380
Breakwater Investment Management
Washington
$108K
TFA
381
Transamerica Financial Advisors
Florida
$105K
AIC
382
Archer Investment Corporation
Indiana
$102K
RF
383
Rossby Financial
Florida
$84.2K
PNC Financial Services Group
384
PNC Financial Services Group
Pennsylvania
$83.1K
ASN
385
Advisory Services Network
Georgia
$79K
NB
386
NBT Bank
New York
$78.8K
SA
387
Strategic Advocates
Utah
$78.7K
HI
388
Harbour Investments
Wisconsin
$77.7K
PP
389
PFS Partners
New Jersey
$74.2K
CBT
390
Crews Bank & Trust
Florida
$68.3K
POIA
391
Pin Oak Investment Advisors
Texas
$63.2K
AF
392
Advisornet Financial
Minnesota
$61.6K
CIAS
393
Capital Investment Advisory Services
North Carolina
$52.9K
GWM
394
Geneos Wealth Management
Colorado
$47.4K
VNA
395
Valley National Advisers
Pennsylvania
$45K
KFP
396
Kerr Financial Planning
California
$41.3K
UCB
397
United Community Bank
South Carolina
$40.2K
SPIA
398
Steward Partners Investment Advisory
New York
$38.8K
HI
399
Hoey Investments
Pennsylvania
$36.8K
RBC
400
Roble Belko & Company
Pennsylvania
$36K