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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
BWL
476
Bogart Wealth LLC
Virginia
$3.56K
CCMI
477
Creative Capital Management Investments
California
$3.49K
MEG
478
Millstone Evans Group
Colorado
$3.39K
MWA
479
Medallion Wealth Advisors
Connecticut
$3.01K
AAG
480
Armstrong Advisory Group
Massachusetts
$2.99K
AC
481
AlphaCore Capital
California
$2.99K
BLC
482
Brown, Lisle/Cummings
Rhode Island
$2.89K
FMP
483
Financial Management Professionals
Texas
$2.74K
KFI
484
Key Financial Inc
Pennsylvania
$2.44K
BAM
485
Bellevue Asset Management
Washington
$2.14K
WAG
486
Wiser Advisor Group
Arizona
$2.14K
LAS
487
Lloyd Advisory Services
Georgia
$2K
KFG
488
Kingdom Financial Group
Arizona
$2K
MFC
489
Morris Financial Concepts
South Carolina
$1.45K
PWA
490
Portus Wealth Advisors
North Carolina
$1.42K
LWM
491
Lodestone Wealth Management
Washington
$1.4K
SL
492
Salomon & Ludwin
Virginia
$1.24K
KG
493
Kilter Group
New York
$1.17K
GWS
494
Glassman Wealth Services
Virginia
$897
PWA
495
Physician Wealth Advisors
Utah
$823
RFP
496
Root Financial Partners
California
$573
SS
497
Sunbelt Securities
Texas
$450
SC
498
Solstein Capital
California
$448
GWM
499
GSB Wealth Management
Connecticut
$277
SJIM
500
St. Johns Investment Management
Florida
$249