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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
P
501
&Partners
Tennessee
CIAS
502
CFS Investment Advisory Services
New Jersey
UCFA
503
United Capital Financial Advisors
Texas
PPA
504
Painted Porch Advisors
California
ASN
505
Advisory Services Network
Georgia
UCB
506
United Community Bank
South Carolina
WWA
507
Wealth Watch Advisors
Colorado
RA
508
Rise Advisors
New York
KWM
509
Kiker Wealth Management
Georgia
OPTFSNA
510
Old Point Trust & Financial Services N A
Virginia
CWM
511
Crowley Wealth Management
Delaware
LBC
512
Lowe Brockenbrough & Co
Virginia
CFB
513
Cullen/Frost Bankers
Texas
AAS
514
Ameritas Advisory Services
Nebraska
MG
515
Mather Group
Illinois
AP
516
Aspect Partners
Virginia
GWSG
517
GPS Wealth Strategies Group
Colorado
MSG
518
Main Street Group
Virginia
Qube Research & Technologies (QRT)
519
Qube Research & Technologies (QRT)
United Kingdom
KFA
520
Kelleher Financial Advisors
New York
WANY
521
Wealthspire Advisors (New York)
New York
VEA
522
Virtus ETF Advisers
New York
RP
523
Rice Partnership
Hawaii
HWP
524
Highline Wealth Partners
California
FGAM
525
Financial Gravity Asset Management
Texas