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Schwab Intermediately-Term US Treasury ETF

457 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, 188 increasing their positions, 145 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
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
BWP
476
Balboa Wealth Partners
Arizona
HWM
477
HB Wealth Management
Georgia
RF
478
RHS Financial
California
PWM
479
Purus Wealth Management
California
EWA
480
EP Wealth Advisors
California
XT
481
XTX Topco
Cayman Islands
IA
482
Integrity Alliance
Iowa
IAIM
483
International Assets Investment Management
Florida
CCM
484
Coldstream Capital Management
Washington
DJSG
485
D.J. St. Germain
Massachusetts
BFPW
486
BOK Financial Private Wealth
Colorado
CA
487
Continuum Advisory
Idaho
NP
488
NorthRock Partners
Minnesota
FHA
489
First Horizon Advisors
Tennessee
CPG
490
Cornerstone Planning Group
New Jersey
SWIM
491
Smallwood Wealth Investment Management
New Jersey
MG
492
Mather Group
Illinois
BWM
493
Bernard Wealth Management
Michigan
GWANC
494
Guardian Wealth Advisors (North Carolina)
North Carolina
CIA
495
Cape Investment Advisory
Georgia
WAG
496
Wiser Advisor Group
Arizona
CFFP
497
Center for Financial Planning
Michigan
GWM
498
Graybill Wealth Management
Illinois
SC
499
SouthState Corp
Florida
KWM
500
Kiker Wealth Management
Georgia