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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
PWM
476
Purus Wealth Management
California
EWA
477
EP Wealth Advisors
California
XT
478
XTX Topco
Cayman Islands
IA
479
Integrity Alliance
Iowa
IAIM
480
International Assets Investment Management
Florida
CCM
481
Coldstream Capital Management
Washington
DJSG
482
D.J. St. Germain
Massachusetts
BFPW
483
BOK Financial Private Wealth
Colorado
CA
484
Continuum Advisory
Idaho
NP
485
NorthRock Partners
Minnesota
FHA
486
First Horizon Advisors
Tennessee
CPG
487
Cornerstone Planning Group
New Jersey
SWIM
488
Smallwood Wealth Investment Management
New Jersey
MG
489
Mather Group
Illinois
BWM
490
Bernard Wealth Management
Michigan
GWANC
491
Guardian Wealth Advisors (North Carolina)
North Carolina
CIA
492
Cape Investment Advisory
Georgia
WAG
493
Wiser Advisor Group
Arizona
CFFP
494
Center for Financial Planning
Michigan
GWM
495
Graybill Wealth Management
Illinois
SC
496
SouthState Corp
Florida
KWM
497
Kiker Wealth Management
Georgia
CSC
498
Caldwell Sutter Capital
California
LWMI
499
Legacy Wealth Management (Idaho)
Idaho