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Schwab Intermediately-Term US Treasury ETF

451 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, 188 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+18
Holders Change %
+4.16%
% of All Funds
6.05%
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
188
Reduced
142
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PPH
51
Pure Portfolios Holdings
Oregon
$15.8M +$3.17M +126,771 +25%
SF
52
Summit Financial
New Jersey
$15.3M +$715K +28,583 +5%
ODA
53
One Degree Advisors
California
$14.7M +$908K +36,285 +7%
MFGM
54
Marshall Financial Group (Maryland)
Maryland
$14.4M -$207K -8,351 -1%
SP
55
SWS Partners
Ohio
$14.4M +$1.18M +47,236 +9%
MBFW
56
Morton Brown Family Wealth
Pennsylvania
$13.8M +$1.31M +52,336 +11%
KCM
57
Kathmere Capital Management
Pennsylvania
$13.3M +$1.67M +66,628 +14%
VA
58
Vident Advisory
Georgia
$13M +$5.24M +209,206 +67%
EWA
59
Exencial Wealth Advisors
Oklahoma
$12.5M +$1.89M +75,350 +18%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$12.4M +$4.45M +178,224 +56%
HF
61
Holcombe Financial
Georgia
$11.3M +$11.3M +452,546 New
KW
62
Keyvantage Wealth
Pennsylvania
$11.3M -$7.78K -311 -0.1%
SPA
63
Sentinel Pension Advisors
Massachusetts
$11.3M +$966K +38,609 +9%
Franklin Resources
64
Franklin Resources
California
$11M -$305K -12,193 -3%
WCFA
65
Walkner Condon Financial Advisors
Wisconsin
$10.6M +$704K +28,133 +7%
FA
66
Fiduciary Alliance
South Carolina
$10.2M -$274K -10,943 -3%
AC
67
Attessa Capital
Arizona
$9.41M +$1.79M +71,246 +23%
ML
68
McAdam LLC
Pennsylvania
$9.31M +$420K +16,761 +5%
ATI
69
Act Two Investors
California
$9.29M +$178K +7,117 +2%
DWP
70
Destiny Wealth Partners
Florida
$9.16M +$131K +5,250 +1%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$9.1M +$74.3K +2,968 +0.8%
WPIC
72
White Pine Investment Company
Michigan
$9.09M +$7.5M +299,557 +471%
OPWM
73
Oakwell Private Wealth Management
Texas
$8.74M +$766K +30,598 +10%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$8.71M -$12.9M -515,184 -60%
Raymond James Financial
75
Raymond James Financial
Florida
$8.58M +$2.36M +94,412 +38%