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Schwab Intermediately-Term US Treasury ETF

474 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 63 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
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
HI
401
Harbour Investments
Wisconsin
$75.4K
PP
402
PFS Partners
New Jersey
$74.1K
CBT
403
Crews Bank & Trust
Florida
$67.4K
POIA
404
Pin Oak Investment Advisors
Texas
$63K
BCWM
405
Bartlett & Co Wealth Management
Ohio
$61.3K
ACA
406
Aptus Capital Advisors
Alabama
$58.4K
SWM
407
SHP Wealth Management
Massachusetts
$53.9K
AF
408
Advisornet Financial
Minnesota
$51.7K
GWM
409
Geneos Wealth Management
Colorado
$49.3K
SPIA
410
Steward Partners Investment Advisory
New York
$48.6K
FHA
411
Flagship Harbor Advisors
Massachusetts
$45.5K
VNA
412
Valley National Advisers
Pennsylvania
$42K
GM
413
GeoWealth Management
Illinois
$41.1K
BTI
414
Blue Trust Inc
Georgia
$40.7K
KFI
415
Key Financial Inc
Pennsylvania
$37.5K
RBC
416
Roble Belko & Company
Pennsylvania
$37K
HI
417
Hoey Investments
Pennsylvania
$36.7K
Fifth Third Bancorp
418
Fifth Third Bancorp
Ohio
$35.5K
MHR
419
Matthew Hamilton Rosenberg
$34.4K
TCM
420
Triumph Capital Management
Colorado
$34.4K
NB
421
NBT Bank
New York
$34K
TCM
422
Tradewinds Capital Management
Washington
$32.5K
AAG
423
Armstrong Advisory Group
Massachusetts
$30.4K
APW
424
Aventura Private Wealth
Florida
$25K
KSB
425
Kennebec Savings Bank
Maine
$24.9K