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Schwab Intermediately-Term US Treasury ETF

451 hedge funds and large institutions have $9.14B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+18
Holders Change %
+4.16%
% of All Funds
6.05%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
68
Increased
188
Reduced
142
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
476
Integrity Alliance
Iowa
-$205K -8,245 Closed
IAIM
477
International Assets Investment Management
Florida
-$204K -8,207 Closed
CCM
478
Coldstream Capital Management
Washington
-$194K -7,795 Closed
DJSG
479
D.J. St. Germain
Massachusetts
-$131K -5,278 Closed
BFPW
480
BOK Financial Private Wealth
Colorado
-$71.8K -2,890 Closed
CA
481
Continuum Advisory
Idaho
-$46K -1,852 Closed
FHA
482
First Horizon Advisors
Tennessee
-$40.1K -1,612 Closed
CPG
483
Cornerstone Planning Group
New Jersey
-$17.2K -696 Closed
MG
484
Mather Group
Illinois
-$11.7K -470 Closed
BWM
485
Bernard Wealth Management
Michigan
-$7.06K -284 Closed
GWANC
486
Guardian Wealth Advisors (North Carolina)
North Carolina
-$6.76K -272 Closed
CIA
487
Cape Investment Advisory
Georgia
-$6.71K -270 Closed
WAG
488
Wiser Advisor Group
Arizona
-$5.69K -229 Closed
CFFP
489
Center for Financial Planning
Michigan
-$4.65K -187 Closed
GWM
490
Graybill Wealth Management
Illinois
-$4.23K -170 Closed
SC
491
SouthState Corp
Florida
-$2.59K -104 Closed
KWM
492
Kiker Wealth Management
Georgia
-$1.94K -78 Closed
CSC
493
Caldwell Sutter Capital
California
-$547 -22 Closed
LWMI
494
Legacy Wealth Management (Idaho)
Idaho
-$349 -14 Closed