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Schwab Intermediately-Term US Treasury ETF

467 hedge funds and large institutions have $9.55B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 223 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
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
RBC
401
Roble Belko & Company
Pennsylvania
$36K
MHR
402
Matthew Hamilton Rosenberg
$34.5K
GM
403
GeoWealth Management
Illinois
$33.9K
BTI
404
Blue Trust Inc
Georgia
$31.3K
AAG
405
Armstrong Advisory Group
Massachusetts
$30.4K
WWA
406
Wealth Watch Advisors
Colorado
$28.1K
ADL
407
Asset Dedication LLC
California
$26.3K
KSB
408
Kennebec Savings Bank
Maine
$26K
MA
409
MCF Advisors
Kentucky
$25.5K
APW
410
Aventura Private Wealth
Florida
$25.1K
RA
411
Rise Advisors
New York
$21.5K
KWM
412
Kiker Wealth Management
Georgia
$20.4K
OPTFSNA
413
Old Point Trust & Financial Services N A
Virginia
$17.6K
PIP
414
Peachtree Investment Partners
Florida
$17.6K
CWM
415
Crowley Wealth Management
Delaware
$15.9K
LBC
416
Lowe Brockenbrough & Co
Virginia
$14.8K
CFB
417
Cullen/Frost Bankers
Texas
$13.7K
Fifth Third Bancorp
418
Fifth Third Bancorp
Ohio
$13.6K
MA
419
Montag & Associates
Georgia
$13.4K
AAS
420
Ameritas Advisory Services
Nebraska
$12.6K
ACM
421
Anfield Capital Management
California
$12.3K
MG
422
Mather Group
Illinois
$11.8K
AP
423
Aspect Partners
Virginia
$11.3K
BI
424
Binnacle Investments
Iowa
$10.8K
GWSG
425
GPS Wealth Strategies Group
Colorado
$10.7K