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Schwab Intermediately-Term US Treasury ETF

465 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, 221 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
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
Tudor Investment Corp
476
Tudor Investment Corp
Connecticut
WF
477
WinCap Financial
Massachusetts
GS
478
GTS Securities
New York
SGAM
479
Stephens Group Asset Management
Arkansas
CIA
480
Capital Investment Advisors
Georgia
HAS
481
HBW Advisory Services
California
RI
482
Ridgewood Investments
New Jersey
CWM
483
Connecticut Wealth Management
Connecticut
CAS
484
Coppell Advisory Solutions
Texas
CIA
485
Concurrent Investment Advisors
Florida
LGA
486
Lebenthal Global Advisors
New York
LIA
487
LBMC Investment Advisors
Tennessee
DWM
488
Destination Wealth Management
California
SWGC
489
Summit Wealth Group (Colorado)
Colorado
CA
490
Claro Advisors
Massachusetts
GC
491
Garde Capital
Washington
HDIM
492
Hanson & Doremus Investment Management
Vermont
QWM
493
Quaker Wealth Management
New Jersey
AG
494
AmeriFlex Group
Nevada
BMM
495
Berkshire Money Management
Massachusetts
BA
496
Bristlecone Advisors
Washington
TSMHT
497
Thurston Springer Miller Herd & Titak
Indiana
RWPA
498
Richard W. Paul & Associates
Michigan
T
499
Transce3nd
Texas
AWM
500
Abound Wealth Management
Tennessee