SCHR icon

Schwab Intermediately-Term US Treasury ETF

459 hedge funds and large institutions have $9.52B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 220 increasing their positions, 111 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
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
CWM
476
Connecticut Wealth Management
Connecticut
CAS
477
Coppell Advisory Solutions
Texas
CIA
478
Concurrent Investment Advisors
Florida
LGA
479
Lebenthal Global Advisors
New York
LIA
480
LBMC Investment Advisors
Tennessee
DWM
481
Destination Wealth Management
California
SWGC
482
Summit Wealth Group (Colorado)
Colorado
CA
483
Claro Advisors
Massachusetts
HDIM
484
Hanson & Doremus Investment Management
Vermont
QWM
485
Quaker Wealth Management
New Jersey
AG
486
AmeriFlex Group
Nevada
BMM
487
Berkshire Money Management
Massachusetts
BA
488
Bristlecone Advisors
Washington
TSMHT
489
Thurston Springer Miller Herd & Titak
Indiana
RWPA
490
Richard W. Paul & Associates
Michigan
T
491
Transce3nd
Texas
AWM
492
Abound Wealth Management
Tennessee
TIM
493
Total Investment Management
Arizona
CA
494
Crewe Advisors
Utah
RAM
495
Riggs Asset Management
Pennsylvania
Simplex Trading
496
Simplex Trading
Illinois
MAWAG
497
Mid-American Wealth Advisory Group
Missouri
PA
498
Parallel Advisors
California
BBHC
499
Brown Brothers Harriman & Co
New York
RWM
500
Rialto Wealth Management
New York