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Schwab Intermediately-Term US Treasury ETF

467 hedge funds and large institutions have $9.55B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 223 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
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
PC
451
Promus Capital
Illinois
$2.01K
HFS
452
Hantz Financial Services
Michigan
$2K
HWP
453
Highline Wealth Partners
California
$1.91K
S
454
SignatureFD
Georgia
$1.91K
RFP
455
Root Financial Partners
California
$1.89K
TRCT
456
Tower Research Capital (TRC)
New York
$1.68K
MFC
457
Morris Financial Concepts
South Carolina
$1.46K
SL
458
Salomon & Ludwin
Virginia
$1.25K
KG
459
Kilter Group
New York
$1.18K
BA
460
Ballast Advisors
Minnesota
$1.16K
FGAM
461
Financial Gravity Asset Management
Texas
$779
TAM
462
Tucker Asset Management
Colorado
$754
CFS
463
Compass Financial Services
Iowa
$628
FWP
464
FAS Wealth Partners
Kansas
$508
SC
465
Solstein Capital
California
$452
SJIM
466
St. Johns Investment Management
Florida
$251
WWMSC
467
Wagner Wealth Management (South Carolina)
South Carolina
$156
MFA
468
Morling Financial Advisors
California
$15
ACM
469
AlphaStar Capital Management
North Carolina
Thrivent Financial for Lutherans
470
Thrivent Financial for Lutherans
Minnesota
RW
471
Rede Wealth
Virginia
FIM
472
Freedom Investment Management
Connecticut
PFG
473
PAX Financial Group
Texas
NWAG
474
Net Worth Advisory Group
Utah
SAW
475
Signal Advisors Wealth
Michigan