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Schwab Intermediately-Term US Treasury ETF

466 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 55 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
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
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$34M
BWL
27
Beacon Wealthcare LLC
North Carolina
$33.7M
DC
28
Davenport & Co
Virginia
$33.7M
HAFS
29
Hapanowicz & Associates Financial Services
Pennsylvania
$33.5M
FNT
30
First National Trust
Pennsylvania
$30.6M
HPA
31
High Probability Advisors
New York
$30.1M
Wells Fargo
32
Wells Fargo
California
$28.9M
WFA
33
WestHill Financial Advisors
California
$28.6M
MAM
34
Madison Asset Management
Wisconsin
$28.4M
SFO
35
Stokes Family Office
Louisiana
$28.1M
FM
36
Foster & Motley
Ohio
$28.1M
Creative Planning
37
Creative Planning
Kansas
$27M
GGS
38
Galvin Gaustad & Stein
Arizona
$26.7M
MT
39
Midwest Trust
Kansas
$24.1M
TWM
40
Tradition Wealth Management
Minnesota
$23.9M
AF
41
Allworth Financial
California
$23.4M
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$23M
YAL
43
Your Advocates Ltd
Texas
$21.9M
HA
44
HC Advisors
Georgia
$21.5M
DWM
45
Diversify Wealth Management
Utah
$20.9M
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$18.1M
Jones Financial Companies
47
Jones Financial Companies
Missouri
$18M
PPH
48
Pure Portfolios Holdings
Oregon
$17.4M
MBFW
49
Morton Brown Family Wealth
Pennsylvania
$16.9M
ODA
50
One Degree Advisors
California
$16.3M