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Schwab Intermediately-Term US Treasury ETF

459 hedge funds and large institutions have $9.52B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 220 increasing their positions, 111 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
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
MFGM
51
Marshall Financial Group (Maryland)
Maryland
$15M
MBFW
52
Morton Brown Family Wealth
Pennsylvania
$14.7M
AIM
53
Archer Investment Management
Texas
$14.7M
EWA
54
Exencial Wealth Advisors
Oklahoma
$14.1M
VA
55
Vident Advisory
Georgia
$13.5M
KCM
56
Kathmere Capital Management
Pennsylvania
$13.2M
TI
57
Tidal Investments
Wisconsin
$12.5M
KW
58
Keyvantage Wealth
Pennsylvania
$11.9M
Franklin Resources
59
Franklin Resources
California
$11.8M
SPA
60
Sentinel Pension Advisors
Massachusetts
$11.8M
HF
61
Holcombe Financial
Georgia
$11.7M
WCFA
62
Walkner Condon Financial Advisors
Wisconsin
$10.8M
FA
63
Fiduciary Alliance
South Carolina
$10.7M
TCM
64
Tradewinds Capital Management
Washington
$10.7M
PAG
65
Private Advisor Group
New Jersey
$10.4M
MML Investors Services
66
MML Investors Services
Massachusetts
$10.3M
ML
67
McAdam LLC
Pennsylvania
$10.3M
WPIC
68
White Pine Investment Company
Michigan
$10.2M
AC
69
Attessa Capital
Arizona
$10M
DWP
70
Destiny Wealth Partners
Florida
$9.88M
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$9.76M
OPWM
72
Oakwell Private Wealth Management
Texas
$9.45M
Raymond James Financial
73
Raymond James Financial
Florida
$9.31M
ATI
74
Act Two Investors
California
$9.27M
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$9.05M