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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
AFG
51
Altiora Financial Group
Ohio
$16.3M
UBS Group
52
UBS Group
Switzerland
$16.2M
MFGM
53
Marshall Financial Group (Maryland)
Maryland
$15.7M
PWM
54
Perigon Wealth Management
California
$14.8M
EWA
55
Exencial Wealth Advisors
Oklahoma
$13.9M
W
56
WorthPointe
California
$13.9M
Franklin Resources
57
Franklin Resources
California
$13.4M
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$13.3M
WFS
59
Walker Financial Services
Kentucky
$13.2M
KCM
60
Kathmere Capital Management
Pennsylvania
$13.1M
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$13M
HF
62
Holcombe Financial
Georgia
$12.7M
FA
63
Fiduciary Alliance
South Carolina
$12.6M
MT
64
Midwest Trust
Kansas
$12.4M
ML
65
McAdam LLC
Pennsylvania
$12.4M
TI
66
Tidal Investments
Wisconsin
$12.2M
WPIC
67
White Pine Investment Company
Michigan
$11.4M
FWMP
68
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$11.4M
MPWT
69
MassMutual Private Wealth & Trust
Connecticut
$11.3M
WCFA
70
Walkner Condon Financial Advisors
Wisconsin
$11.3M
CWD
71
Clarity Wealth Development
Oregon
$11.1M
OPWM
72
Oakwell Private Wealth Management
Texas
$10.8M
AG
73
Advocate Group
Minnesota
$10.7M
VA
74
Vident Advisory
Georgia
$10.7M
AC
75
Attessa Capital
Arizona
$10.5M