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Schwab Intermediately-Term US Treasury ETF

465 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, 221 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
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
MHR
401
Matthew Hamilton Rosenberg
$34.5K
GM
402
GeoWealth Management
Illinois
$33.9K
BTI
403
Blue Trust Inc
Georgia
$31.3K
AAG
404
Armstrong Advisory Group
Massachusetts
$30.4K
WWA
405
Wealth Watch Advisors
Colorado
$28.1K
ADL
406
Asset Dedication LLC
California
$26.3K
KSB
407
Kennebec Savings Bank
Maine
$26K
MA
408
MCF Advisors
Kentucky
$25.5K
APW
409
Aventura Private Wealth
Florida
$25.1K
RA
410
Rise Advisors
New York
$21.5K
KWM
411
Kiker Wealth Management
Georgia
$20.4K
OPTFSNA
412
Old Point Trust & Financial Services N A
Virginia
$17.6K
PIP
413
Peachtree Investment Partners
Florida
$17.6K
CWM
414
Crowley Wealth Management
Delaware
$15.9K
LBC
415
Lowe Brockenbrough & Co
Virginia
$14.8K
CFB
416
Cullen/Frost Bankers
Texas
$13.7K
Fifth Third Bancorp
417
Fifth Third Bancorp
Ohio
$13.6K
MA
418
Montag & Associates
Georgia
$13.4K
AAS
419
Ameritas Advisory Services
Nebraska
$12.6K
ACM
420
Anfield Capital Management
California
$12.3K
MG
421
Mather Group
Illinois
$11.8K
AP
422
Aspect Partners
Virginia
$11.3K
BI
423
Binnacle Investments
Iowa
$10.8K
GWSG
424
GPS Wealth Strategies Group
Colorado
$10.7K
MMCM
425
Murphy & Mullick Capital Management
New York
$8.09K