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Schwab Intermediately-Term US Treasury ETF

459 hedge funds and large institutions have $9.52B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 220 increasing their positions, 111 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
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
WWA
401
Wealth Watch Advisors
Colorado
$28.1K
ADL
402
Asset Dedication LLC
California
$26.3K
KSB
403
Kennebec Savings Bank
Maine
$26K
MA
404
MCF Advisors
Kentucky
$25.5K
RA
405
Rise Advisors
New York
$21.5K
KWM
406
Kiker Wealth Management
Georgia
$20.4K
OPTFSNA
407
Old Point Trust & Financial Services N A
Virginia
$17.6K
PIP
408
Peachtree Investment Partners
Florida
$17.6K
CWM
409
Crowley Wealth Management
Delaware
$15.9K
LBC
410
Lowe Brockenbrough & Co
Virginia
$14.8K
CFB
411
Cullen/Frost Bankers
Texas
$13.7K
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$13.6K
MA
413
Montag & Associates
Georgia
$13.4K
AAS
414
Ameritas Advisory Services
Nebraska
$12.6K
ACM
415
Anfield Capital Management
California
$12.3K
MG
416
Mather Group
Illinois
$11.8K
AP
417
Aspect Partners
Virginia
$11.3K
BI
418
Binnacle Investments
Iowa
$10.8K
GWSG
419
GPS Wealth Strategies Group
Colorado
$10.7K
MMCM
420
Murphy & Mullick Capital Management
New York
$8.09K
SWP
421
Strategic Wealth Partners
Ohio
$8.09K
FRA
422
Front Row Advisors
California
$7.54K
MSG
423
Main Street Group
Virginia
$6.08K
TAM
424
Townsend Asset Management
North Carolina
$6.08K
FF
425
Friedenthal Financial
New Jersey
$5.93K