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Schwab Intermediately-Term US Treasury ETF

452 hedge funds and large institutions have $9.14B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+18
Holders Change %
+4.15%
% of All Funds
6.06%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
68
Increased
188
Reduced
143
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AC
401
AlphaCore Capital
California
$13.5K +$9.94K +397 +276%
MA
402
Montag & Associates
Georgia
$13.2K +$125 +5 +1%
AWM
403
Abound Wealth Management
Tennessee
$12.7K +$12.7K +506 New
ACM
404
Anfield Capital Management
California
$12.3K
MMCM
405
Murphy & Mullick Capital Management
New York
$11.6K
AP
406
Aspect Partners
Virginia
$11.3K +$11.3K +451 New
TIM
407
Total Investment Management
Arizona
$10.9K +$10.9K +436 New
BI
408
Binnacle Investments
Iowa
$10.7K +$10.7K +429 New
GWSG
409
GPS Wealth Strategies Group
Colorado
$10.7K +$10.7K +426 New
IHWM
410
Iron Horse Wealth Management
Iowa
$10.2K
SWP
411
Strategic Wealth Partners
Ohio
$8.06K +$8.06K +322 New
GM
412
GeoWealth Management
Illinois
$7.73K +$7.73K +309 New
FRA
413
Front Row Advisors
California
$7.51K
MSG
414
Main Street Group
Virginia
$6.06K -$3.13K -125 -34%
TAM
415
Townsend Asset Management
North Carolina
$6.06K -$26.3K -1,052 -81%
FF
416
Friedenthal Financial
New Jersey
$5.91K +$125 +5 +2%
Qube Research & Technologies (QRT)
417
Qube Research & Technologies (QRT)
United Kingdom
$5.06K
IRC
418
Investors Research Corp
Georgia
$4.96K
IAS
419
IMA Advisory Services
Colorado
$4.61K
PP
420
Pacifica Partners
Canada
$4.5K
KFI
421
Key Financial Inc
Pennsylvania
$4.13K
WTC
422
WhitTier Trust Company
Nevada
$3.95K
RIL
423
Rothschild Investment LLC
Illinois
$3.76K +$1.1K +44 +42%
MEG
424
Millstone Evans Group
Colorado
$3.4K
TRCT
425
Tower Research Capital (TRC)
New York
$3.18K -$2.21M -88,379 -100%