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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
NFSG
451
Newbridge Financial Services Group
Florida
$12.5K
BBHC
452
Brown Brothers Harriman & Co
New York
$12.2K
ACM
453
Anfield Capital Management
California
$12.2K
VAI
454
Vanguard Advisers Inc
Pennsylvania
$11.2K
BA
455
Ballast Advisors
Minnesota
$11K
KA
456
Kozak & Associates
Colorado
$10.2K
GFA
457
Godfrey Financial Associates
New York
$10.1K
GIA
458
GHP Investment Advisors
Colorado
$8.77K
MMCM
459
Murphy & Mullick Capital Management
New York
$8.02K
FRA
460
Front Row Advisors
California
$7.47K
BTI
461
Blue Trust Inc
Georgia
$6.45K
TAM
462
Townsend Asset Management
North Carolina
$6.03K
HFS
463
Hantz Financial Services
Michigan
$6K
KSB
464
Kennebec Savings Bank
Maine
$5.55K
PGAM
465
Princeton Global Asset Management
New Jersey
$4.98K
KCM
466
Key Capital Management
Tennessee
$4.61K
IAS
467
IMA Advisory Services
Colorado
$4.58K
IRC
468
Investors Research Corp
Georgia
$4.48K
PP
469
Pacifica Partners
Canada
$4.48K
WWM
470
Wolff Wiese Magana
California
$4.16K
JWM
471
JPL Wealth Management
Colorado
$4.06K
WTC
472
WhitTier Trust Company
Nevada
$3.92K
RIL
473
Rothschild Investment LLC
Illinois
$3.74K
KFA
474
Kelleher Financial Advisors
New York
$3.7K
MSG
475
Main Street Group
Virginia
$3.61K