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Schwab Intermediately-Term US Treasury ETF

449 hedge funds and large institutions have $9.14B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 187 increasing their positions, 141 reducing their positions, and 43 closing their positions.

Holders
449
Holders Change
+16
Holders Change %
+3.7%
% of All Funds
6.03%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
68
Increased
187
Reduced
141
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PPH
51
Pure Portfolios Holdings
Oregon
$15.8M 632,148 +126,771 +25%
SF
52
Summit Financial
New Jersey
$15.3M 612,910 +28,583 +5%
ODA
53
One Degree Advisors
California
$14.7M 587,661 +36,285 +7%
MFGM
54
Marshall Financial Group (Maryland)
Maryland
$14.4M 582,454 -8,351 -1%
SP
55
SWS Partners
Ohio
$14.4M 573,945 +47,236 +9%
MBFW
56
Morton Brown Family Wealth
Pennsylvania
$13.8M 549,484 +52,336 +11%
KCM
57
Kathmere Capital Management
Pennsylvania
$13.3M 532,900 +66,628 +14%
VA
58
Vident Advisory
Georgia
$13M 519,525 +209,206 +67%
EWA
59
Exencial Wealth Advisors
Oklahoma
$12.5M 498,190 +75,350 +18%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$12.4M 496,618 +178,224 +56%
HF
61
Holcombe Financial
Georgia
$11.3M 452,546 +452,546 New
KW
62
Keyvantage Wealth
Pennsylvania
$11.3M 450,255 -311 -0.1%
SPA
63
Sentinel Pension Advisors
Massachusetts
$11.3M 449,535 +38,609 +9%
Franklin Resources
64
Franklin Resources
California
$11M 440,257 -12,193 -3%
WCFA
65
Walkner Condon Financial Advisors
Wisconsin
$10.6M 425,395 +28,133 +7%
FA
66
Fiduciary Alliance
South Carolina
$10.2M 407,125 -10,943 -3%
AC
67
Attessa Capital
Arizona
$9.41M 375,231 +71,246 +23%
ML
68
McAdam LLC
Pennsylvania
$9.31M 371,836 +16,761 +5%
ATI
69
Act Two Investors
California
$9.29M 371,118 +7,117 +2%
DWP
70
Destiny Wealth Partners
Florida
$9.16M 365,808 +5,250 +1%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$9.1M 363,497 +2,968 +0.8%
WPIC
72
White Pine Investment Company
Michigan
$9.09M 363,196 +299,557 +471%
OPWM
73
Oakwell Private Wealth Management
Texas
$8.74M 348,994 +30,598 +10%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$8.71M 348,131 -515,184 -60%
Raymond James Financial
75
Raymond James Financial
Florida
$8.58M 342,715 +94,412 +38%