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Schwab Intermediately-Term US Treasury ETF

454 hedge funds and large institutions have $9.16B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 144 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
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 +$94.4M
2 +$59.4M
3 +$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1 -$21.9M
2 -$21.9M
3 -$17.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.9M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
451
O'Shaughnessy Asset Management
Connecticut
$175
WWM
452
Wagner Wealth Management
South Carolina
$154
JFGIW
453
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151
CTB
454
Country Trust Bank
Illinois
$50
WCF
455
West Coast Financial
California
FCI
456
Financial Counselors Inc
Kansas
TI
457
Tidal Investments
Wisconsin
HCM
458
Hilton Capital Management
New York
Jane Street
459
Jane Street
New York
Goldman Sachs
460
Goldman Sachs
New York
CPA
461
Capital Performance Advisors
California
NWM
462
Napa Wealth Management
California
OMC
463
Old Mission Capital
Illinois
DWM
464
Dakota Wealth Management
Florida
PI
465
PFG Investments
New York
PA
466
PFG Advisors
Arizona
VCM
467
Vision Capital Management
Oregon
WIA
468
World Investment Advisors
California
P
469
&Partners
Tennessee
Fisher Asset Management
470
Fisher Asset Management
Washington
UCFA
471
United Capital Financial Advisors
Texas
ACM
472
Absolute Capital Management
Pennsylvania
BWP
473
Balboa Wealth Partners
Arizona
HWM
474
HB Wealth Management
Georgia
RF
475
RHS Financial
California