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Schwab Intermediately-Term US Treasury ETF

454 hedge funds and large institutions have $9.16B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 144 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
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 +$94.4M
2 +$59.4M
3 +$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1 -$21.9M
2 -$21.9M
3 -$17.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.9M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VEA
401
Virtus ETF Advisers
New York
$14.7K
Fifth Third Bancorp
402
Fifth Third Bancorp
Ohio
$13.6K
AC
403
AlphaCore Capital
California
$13.5K
MA
404
Montag & Associates
Georgia
$13.2K
AWM
405
Abound Wealth Management
Tennessee
$12.7K
ACM
406
Anfield Capital Management
California
$12.3K
MMCM
407
Murphy & Mullick Capital Management
New York
$11.6K
AP
408
Aspect Partners
Virginia
$11.3K
TIM
409
Total Investment Management
Arizona
$10.9K
BI
410
Binnacle Investments
Iowa
$10.7K
GWSG
411
GPS Wealth Strategies Group
Colorado
$10.7K
IHWM
412
Iron Horse Wealth Management
Iowa
$10.2K
SWP
413
Strategic Wealth Partners
Ohio
$8.06K
GM
414
GeoWealth Management
Illinois
$7.73K
FRA
415
Front Row Advisors
California
$7.51K
MSG
416
Main Street Group
Virginia
$6.06K
TAM
417
Townsend Asset Management
North Carolina
$6.06K
FF
418
Friedenthal Financial
New Jersey
$5.91K
Qube Research & Technologies (QRT)
419
Qube Research & Technologies (QRT)
United Kingdom
$5.06K
IRC
420
Investors Research Corp
Georgia
$4.96K
IAS
421
IMA Advisory Services
Colorado
$4.61K
PP
422
Pacifica Partners
Canada
$4.5K
KFI
423
Key Financial Inc
Pennsylvania
$4.13K
WTC
424
WhitTier Trust Company
Nevada
$3.95K
RIL
425
Rothschild Investment LLC
Illinois
$3.75K