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Schwab Intermediately-Term US Treasury ETF

474 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 63 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
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
US Bancorp
376
US Bancorp
Minnesota
$200K
MCM
377
MAI Capital Management
Ohio
$193K
CIAS
378
Capital Investment Advisory Services
North Carolina
$186K
JWCA
379
J.W. Cole Advisors
Florida
$162K
CJ
380
Caitlin John
Michigan
$156K
HNB
381
Huntington National Bank
Ohio
$155K
OP
382
ORG Partners
Indiana
$153K
DCM
383
Dorato Capital Management
Colorado
$148K
SAM
384
Smartleaf Asset Management
Massachusetts
$147K
PWMG
385
Private Wealth Management Group
New Jersey
$142K
IAIM
386
International Assets Investment Management
Florida
$142K
ATS
387
Ashton Thomas Securities
New York
$141K
HR
388
Howe & Rusling
New York
$132K
CIBC Private Wealth Group
389
CIBC Private Wealth Group
Georgia
$122K
WOSD
390
WFA of San Diego
California
$119K
MIA
391
Milestone Investment Advisors
Wisconsin
$109K
AIC
392
Archer Investment Corporation
Indiana
$102K
BIM
393
Breakwater Investment Management
Washington
$98.5K
SAG
394
SageView Advisory Group
California
$86.2K
AA
395
Ancora Advisors
Ohio
$85.4K
RF
396
Rossby Financial
Florida
$84.9K
RDFA
397
Ritter Daniher Financial Advisory
Ohio
$84.5K
KFP
398
Kerr Financial Planning
California
$82.5K
SA
399
Strategic Advocates
Utah
$79.5K
W
400
WealthCollab
Washington
$79.1K