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Schwab Intermediately-Term US Treasury ETF

507 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
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

Top Buyers

1 +$283M
2 +$48.5M
3 +$30.8M
4
Bank of America
Bank of America
North Carolina
+$25.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
426
Valley National Advisers
Pennsylvania
$42K
KFP
427
Kerr Financial Planning
California
$40.9K
UCB
428
United Community Bank
South Carolina
$39.9K
MHR
429
Matthew Hamilton Rosenberg
$39.1K
HI
430
Hoey Investments
Pennsylvania
$37.3K
RBC
431
Roble Belko & Company
Pennsylvania
$37K
ADL
432
Asset Dedication LLC
California
$36.7K
HPC
433
HM Payson & Co
Maine
$36.2K
NB
434
NBT Bank
New York
$33.7K
BH
435
Burk Holdings
Oklahoma
$32.7K
TCM
436
Tradewinds Capital Management
Washington
$32.2K
SWP
437
Strategic Wealth Partners
Ohio
$27.8K
HPIA
438
Hamilton Point Investment Advisors
North Carolina
$27.4K
BCMIO
439
Beacon Capital Management Inc (Ohio)
Ohio
$26.7K
APW
440
Aventura Private Wealth
Florida
$24.9K
ACA
441
Atlas Capital Advisors
Wyoming
$22.1K
GCP
442
Gill Capital Partners
Colorado
$22K
MA
443
MCF Advisors
Kentucky
$21.8K
MG
444
Mather Group
Illinois
$21.2K
WWM
445
Western Wealth Management
Colorado
$18.6K
SIM
446
Synergy Investment Management
Florida
$18.3K
PIP
447
Peachtree Investment Partners
Florida
$17.4K
CH
448
CDKV Holdings
Colorado
$15.7K
MA
449
Montag & Associates
Georgia
$13.5K
B
450
Bayban
Minnesota
$12.5K