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Schwab Intermediately-Term US Treasury ETF

466 hedge funds and large institutions have $9.95B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
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
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
401
Aptus Capital Advisors
Alabama
$58.4K
AF
402
Advisornet Financial
Minnesota
$51.7K
GWM
403
Geneos Wealth Management
Colorado
$49.3K
SPIA
404
Steward Partners Investment Advisory
New York
$48.6K
FHA
405
Flagship Harbor Advisors
Massachusetts
$45.5K
VNA
406
Valley National Advisers
Pennsylvania
$42K
GM
407
GeoWealth Management
Illinois
$41.1K
BTI
408
Blue Trust Inc
Georgia
$40.7K
KFI
409
Key Financial Inc
Pennsylvania
$37.5K
RBC
410
Roble Belko & Company
Pennsylvania
$37K
HI
411
Hoey Investments
Pennsylvania
$36.7K
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$35.5K
MHR
413
Matthew Hamilton Rosenberg
$34.4K
TCM
414
Triumph Capital Management
Colorado
$34.4K
NB
415
NBT Bank
New York
$34K
TCM
416
Tradewinds Capital Management
Washington
$32.5K
AAG
417
Armstrong Advisory Group
Massachusetts
$30.4K
APW
418
Aventura Private Wealth
Florida
$25K
KSB
419
Kennebec Savings Bank
Maine
$24.9K
ADL
420
Asset Dedication LLC
California
$24.2K
MA
421
MCF Advisors
Kentucky
$21.9K
PFM
422
Phillips Financial Management
Indiana
$20.3K
PIP
423
Peachtree Investment Partners
Florida
$17.6K
CH
424
CDKV Holdings
Colorado
$15.8K
MA
425
Montag & Associates
Georgia
$13.5K