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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 %
SWA
76
Stratos Wealth Advisors
Ohio
$8.57M 342,245 +904 +0.3%
DC
77
Darrow Company
Massachusetts
$8.55M 341,775 +90 +0%
VA
78
Valmark Advisers
Ohio
$8.45M 337,542 +26,848 +9%
CWD
79
Clarity Wealth Development
Oregon
$8.33M 332,843 +23,194 +7%
CWM
80
Centric Wealth Management
Illinois
$8.13M 325,987 +10,138 +3%
TVAMP
81
Tennessee Valley Asset Management Partners
Tennessee
$7.09M 283,377 -51,719 -15%
BSTWA
82
Blake Schutter Theil Wealth Advisors
Ohio
$6.91M 275,878 +17,668 +7%
UBS Group
83
UBS Group
Switzerland
$6.75M 269,685 +26,997 +11%
PAG
84
Private Advisor Group
New Jersey
$6.62M 264,455 -31,490 -11%
FWMP
85
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$6.58M 262,825 +6,956 +3%
AG
86
Advocate Group
Minnesota
$6.55M 261,885 +4,266 +2%
BEI
87
Benjamin Edwards Inc
Missouri
$6.53M 260,893 -22,428 -8%
CW
88
CreativeOne Wealth
Kansas
$6.46M 257,998 -416 -0.2%
HPG
89
Harvest Portfolios Group
Ontario, Canada
$6.45M 257,547 +14,225 +6%
Mariner
90
Mariner
Kansas
$5.91M 236,316 -15,663 -6%
A
91
AlphaQuest
New York
$5.87M 234,462 +234,462 New
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$5.81M 232,079 -15,640 -6%
ISWM
93
Independent Solutions Wealth Management
New York
$5.6M 223,893 -3,514 -2%
SCI
94
Stableford Capital II
Arizona
$5.54M 222,916 -3,299 -1%
KFS
95
Kelly Financial Services
Massachusetts
$5.53M 221,111 +14,794 +7%
CW
96
Code Waechter
Florida
$5.32M 212,581 +3,017 +1%
CKAIS
97
Christensen King & Associates Investment Services
Washington
$5.31M 212,328 -2,592 -1%
HWMC
98
Heritage Wealth Management (California)
California
$5.18M 207,045 +9,567 +5%
LW
99
Libra Wealth
California
$5.07M 202,443 -9,674 -5%
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$5.06M 202,259 -17,569 -8%