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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
DC
76
Darrow Company
Massachusetts
$8.9M
WFS
77
Walker Financial Services
Kentucky
$8.89M
CWD
78
Clarity Wealth Development
Oregon
$8.78M
FWMP
79
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$8.72M
MPCL
80
My Personal CFO LLC
Washington
$8.72M
AG
81
Advocate Group
Minnesota
$8.45M
CWM
82
Centric Wealth Management
Illinois
$8.39M
VA
83
Valmark Advisers
Ohio
$8.35M
TVAMP
84
Tennessee Valley Asset Management Partners
Tennessee
$8.32M
ODA
85
One Degree Advisors
California
$8.15M
PC
86
Payne Capital
Oregon
$8.08M
SWA
87
Stratos Wealth Advisors
Ohio
$7.66M
BSTWA
88
Blake Schutter Theil Wealth Advisors
Ohio
$7.57M
UBS Group
89
UBS Group
Switzerland
$7.44M
BEI
90
Benjamin Edwards Inc
Missouri
$7.15M
Osaic Holdings
91
Osaic Holdings
Arizona
$6.94M
CW
92
CreativeOne Wealth
Kansas
$6.94M
KFS
93
Kelly Financial Services
Massachusetts
$6.8M
A
94
AlphaQuest
New York
$6.49M
HPG
95
Harvest Portfolios Group
Ontario, Canada
$6.41M
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$6.35M
Mariner
97
Mariner
Kansas
$6.17M
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$6.1M
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$5.97M
SCI
100
Stableford Capital II
Arizona
$5.63M