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Schwab Intermediately-Term US Treasury ETF

467 hedge funds and large institutions have $9.55B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 223 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
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
Lido Advisors
476
Lido Advisors
California
VWA
477
Visionary Wealth Advisors
Illinois
Tudor Investment Corp
478
Tudor Investment Corp
Connecticut
WF
479
WinCap Financial
Massachusetts
GS
480
GTS Securities
New York
SGAM
481
Stephens Group Asset Management
Arkansas
CIA
482
Capital Investment Advisors
Georgia
HAS
483
HBW Advisory Services
California
RI
484
Ridgewood Investments
New Jersey
CWM
485
Connecticut Wealth Management
Connecticut
CAS
486
Coppell Advisory Solutions
Texas
CIA
487
Concurrent Investment Advisors
Florida
LGA
488
Lebenthal Global Advisors
New York
LIA
489
LBMC Investment Advisors
Tennessee
DWM
490
Destination Wealth Management
California
SWGC
491
Summit Wealth Group (Colorado)
Colorado
CA
492
Claro Advisors
Massachusetts
GC
493
Garde Capital
Washington
HDIM
494
Hanson & Doremus Investment Management
Vermont
QWM
495
Quaker Wealth Management
New Jersey
AG
496
AmeriFlex Group
Nevada
BMM
497
Berkshire Money Management
Massachusetts
BA
498
Bristlecone Advisors
Washington
TSMHT
499
Thurston Springer Miller Herd & Titak
Indiana
RWPA
500
Richard W. Paul & Associates
Michigan