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Schwab Intermediately-Term US Treasury ETF

507 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
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

Top Buyers

1 +$283M
2 +$48.5M
3 +$30.8M
4
Bank of America
Bank of America
North Carolina
+$25.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
501
Private Wealth Asset Management
Iowa
$249
BFO
502
Biltmore Family Office
North Carolina
$199
WWMSC
503
Wagner Wealth Management (South Carolina)
South Carolina
$158
SRCM
504
Signature Resources Capital Management
California
$125
MFP
505
Meramec Financial Planners
Missouri
$66
AWM
506
Activest Wealth Management
Florida
$25
MFA
507
Morling Financial Advisors
California
$15
A
508
AlphaQuest
New York
BFG
509
Bouchey Financial Group
New York
DAS
510
Diversify Advisory Services
Utah
BNP Paribas Financial Markets
511
BNP Paribas Financial Markets
France
TRCT
512
Tower Research Capital (TRC)
New York
EG
513
Enstar Group
Bermuda
GS
514
GTS Securities
New York
VVP
515
Venture Visionary Partners
Ohio
Goldman Sachs
516
Goldman Sachs
New York
IIM
517
IFC & Insurance Marketing
California
LNWTC
518
Laird Norton Wetherby Trust Company
Washington
FCB
519
First County Bank
Connecticut
JWCA
520
J.W. Cole Advisors
Florida
AO
521
Advisor OS
Illinois
HWM
522
HB Wealth Management
Georgia
BIP
523
Blueprint Investment Partners
North Carolina
AGC
524
August Group Capital
OCA
525
OpenArc Corporate Advisory
Georgia