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Schwab Intermediately-Term US Treasury ETF

507 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
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

Top Buyers

1 +$283M
2 +$48.5M
3 +$30.8M
4
Bank of America
Bank of America
North Carolina
+$25.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
401
International Assets Investment Management
Florida
$143K
PWMG
402
Private Wealth Management Group
New Jersey
$141K
SAM
403
Smartleaf Asset Management
Massachusetts
$140K
ATS
404
Ashton Thomas Securities
New York
$138K
SC
405
SouthState Corp
Florida
$130K
AIC
406
Archer Investment Corporation
Indiana
$119K
HI
407
Harbour Investments
Wisconsin
$118K
WOSD
408
WFA of San Diego
California
$118K
CCWM
409
Cassaday & Co Wealth Management
Virginia
$114K
SPIA
410
Steward Partners Investment Advisory
New York
$106K
AWM
411
AE Wealth Management
Kansas
$102K
CMBA
412
C.M. Bidwell & Associates
Hawaii
$98.2K
BIM
413
Breakwater Investment Management
Washington
$97.8K
CIAS
414
Capital Investment Advisory Services
North Carolina
$92.4K
CPG
415
Cornerstone Planning Group
New Jersey
$82.1K
RF
416
Rossby Financial
Florida
$81.6K
PP
417
PFS Partners
New Jersey
$73.6K
HR
418
Howe & Rusling
New York
$67.9K
CBT
419
Crews Bank & Trust
Florida
$66.9K
POIA
420
Pin Oak Investment Advisors
Texas
$63K
ACA
421
Aptus Capital Advisors
Alabama
$58K
BCWM
422
Bartlett & Co Wealth Management
Ohio
$56.3K
AF
423
Advisornet Financial
Minnesota
$53.7K
RDFA
424
Ritter Daniher Financial Advisory
Ohio
$49.4K
GWM
425
Geneos Wealth Management
Colorado
$48.9K