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Schwab Intermediately-Term US Treasury ETF

465 hedge funds and large institutions have $9.55B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
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
SF
51
Summit Financial
New Jersey
$15.2M
MFGM
52
Marshall Financial Group (Maryland)
Maryland
$15M
MBFW
53
Morton Brown Family Wealth
Pennsylvania
$14.7M
AIM
54
Archer Investment Management
Texas
$14.7M
EWA
55
Exencial Wealth Advisors
Oklahoma
$14.1M
VA
56
Vident Advisory
Georgia
$13.5M
KCM
57
Kathmere Capital Management
Pennsylvania
$13.2M
TI
58
Tidal Investments
Wisconsin
$12.5M
KW
59
Keyvantage Wealth
Pennsylvania
$11.9M
Franklin Resources
60
Franklin Resources
California
$11.8M
SPA
61
Sentinel Pension Advisors
Massachusetts
$11.8M
HF
62
Holcombe Financial
Georgia
$11.7M
WCFA
63
Walkner Condon Financial Advisors
Wisconsin
$10.8M
FA
64
Fiduciary Alliance
South Carolina
$10.7M
TCM
65
Tradewinds Capital Management
Washington
$10.7M
PAG
66
Private Advisor Group
New Jersey
$10.4M
MML Investors Services
67
MML Investors Services
Massachusetts
$10.3M
ML
68
McAdam LLC
Pennsylvania
$10.3M
WPIC
69
White Pine Investment Company
Michigan
$10.2M
AC
70
Attessa Capital
Arizona
$10M
DWP
71
Destiny Wealth Partners
Florida
$9.88M
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$9.76M
OPWM
73
Oakwell Private Wealth Management
Texas
$9.45M
Raymond James Financial
74
Raymond James Financial
Florida
$9.31M
ATI
75
Act Two Investors
California
$9.27M