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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
ADL
426
Asset Dedication LLC
California
$24.2K
MA
427
MCF Advisors
Kentucky
$21.9K
PFM
428
Phillips Financial Management
Indiana
$20.3K
PIP
429
Peachtree Investment Partners
Florida
$17.6K
CH
430
CDKV Holdings
Colorado
$15.8K
MA
431
Montag & Associates
Georgia
$13.5K
B
432
Bayban
Minnesota
$12.6K
ACM
433
Anfield Capital Management
California
$12.3K
BBHC
434
Brown Brothers Harriman & Co
New York
$12.3K
BA
435
Ballast Advisors
Minnesota
$11.9K
SG
436
Sankala Group
Colorado
$10.5K
GFA
437
Godfrey Financial Associates
New York
$10.2K
MMCM
438
Murphy & Mullick Capital Management
New York
$8.08K
CPG
439
Cornerstone Planning Group
New Jersey
$7.73K
FRA
440
Front Row Advisors
California
$7.52K
TAM
441
Townsend Asset Management
North Carolina
$6.07K
FF
442
Friedenthal Financial
New Jersey
$5.92K
IAS
443
IMA Advisory Services
Colorado
$4.61K
IRC
444
Investors Research Corp
Georgia
$4.51K
PP
445
Pacifica Partners
Canada
$4.51K
WWM
446
Wolff Wiese Magana
California
$4.19K
HFS
447
Hantz Financial Services
Michigan
$4K
WTC
448
WhitTier Trust Company
Nevada
$3.97K
CP
449
Camelot Portfolios
Ohio
$3.94K
RIL
450
Rothschild Investment LLC
Illinois
$3.76K