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Schwab Intermediately-Term US Treasury ETF

480 hedge funds and large institutions have $9.97B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
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
TCM
426
Tradewinds Capital Management
Washington
$32.5K
AAG
427
Armstrong Advisory Group
Massachusetts
$30.4K
APW
428
Aventura Private Wealth
Florida
$25K
KSB
429
Kennebec Savings Bank
Maine
$24.9K
ADL
430
Asset Dedication LLC
California
$24.2K
MA
431
MCF Advisors
Kentucky
$21.9K
PFM
432
Phillips Financial Management
Indiana
$20.3K
PIP
433
Peachtree Investment Partners
Florida
$17.6K
CH
434
CDKV Holdings
Colorado
$15.8K
MA
435
Montag & Associates
Georgia
$13.5K
B
436
Bayban
Minnesota
$12.6K
ACM
437
Anfield Capital Management
California
$12.3K
BBHC
438
Brown Brothers Harriman & Co
New York
$12.3K
BA
439
Ballast Advisors
Minnesota
$11.9K
SG
440
Sankala Group
Colorado
$10.5K
GFA
441
Godfrey Financial Associates
New York
$10.2K
MMCM
442
Murphy & Mullick Capital Management
New York
$8.08K
CPG
443
Cornerstone Planning Group
New Jersey
$7.73K
FRA
444
Front Row Advisors
California
$7.52K
TAM
445
Townsend Asset Management
North Carolina
$6.07K
FF
446
Friedenthal Financial
New Jersey
$5.92K
IAS
447
IMA Advisory Services
Colorado
$4.61K
IRC
448
Investors Research Corp
Georgia
$4.51K
PP
449
Pacifica Partners
Canada
$4.51K
WWM
450
Wolff Wiese Magana
California
$4.19K