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Schwab Intermediately-Term US Treasury ETF

480 hedge funds and large institutions have $9.97B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
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
SC
476
Solstein Capital
California
$451
PWMG
477
Prestige Wealth Management Group
New Jersey
$427
SJIM
478
St. Johns Investment Management
Florida
$251
WWMSC
479
Wagner Wealth Management (South Carolina)
South Carolina
$158
MFA
480
Morling Financial Advisors
California
$15
EF
481
Empowered Funds
Pennsylvania
TI
482
Tidal Investments
Wisconsin
MPCL
483
My Personal CFO LLC
Washington
FTUS
484
Flow Traders U.S.
New York
Citadel Advisors
485
Citadel Advisors
Florida
JSA
486
Jacobson & Schmitt Advisors
Wisconsin
FC
487
Financial Consulate
Maryland
PIWA
488
Prevail Innovative Wealth Advisors
Kansas
AI
489
Atria Investments
North Carolina
TSS
490
Two Sigma Securities
New York
Susquehanna International Group
491
Susquehanna International Group
Pennsylvania
HF
492
HRT Financial
New York
MWP
493
Meridian Wealth Partners
Pennsylvania
M1FG
494
Mach-1 Financial Group
Arkansas
BFA
495
Bragg Financial Advisors
North Carolina
Kovitz Investment Group Partners
496
Kovitz Investment Group Partners
Illinois
CPIG
497
Chicago Partners Investment Group
Illinois
CAMG
498
CWA Asset Management Group
Florida
HSA
499
HBK Sorce Advisory
Pennsylvania
JWBC
500
John W. Brooker & Co
California