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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
Raymond James Financial
76
Raymond James Financial
Florida
$10.5M
CPC
77
Cadia Private Client
New Jersey
$10.2M
DWP
78
Destiny Wealth Partners
Florida
$10.2M
BlackRock
79
BlackRock
New York
$9.77M
SA
80
Scarborough Advisors
Maryland
$9.68M
HCWM
81
Hidden Cove Wealth Management
Washington
$9.48M
DC
82
Darrow Company
Massachusetts
$9.4M
MML Investors Services
83
MML Investors Services
Massachusetts
$9.4M
BC
84
Bulwark Capital
Florida
$8.99M
CCM
85
Cloud Capital Management
Washington
$8.86M
BEI
86
Benjamin Edwards Inc
Missouri
$8.77M
BSTWA
87
Blake Schutter Theil Wealth Advisors
Ohio
$8.76M
ATI
88
Act Two Investors
California
$8.72M
CWM
89
Centric Wealth Management
Illinois
$8.69M
SAI
90
Savvy Advisors Inc
New York
$8.68M
Mariner
91
Mariner
Kansas
$8.58M
KFS
92
Kelly Financial Services
Massachusetts
$8.56M
VA
93
Valmark Advisers
Ohio
$8.42M
TVAMP
94
Tennessee Valley Asset Management Partners
Tennessee
$8.23M
Osaic Holdings
95
Osaic Holdings
Arizona
$8.21M
DSAM
96
Dock Street Asset Management
Florida
$7.88M
KGP
97
Keystone Global Partners
Colorado
$7.69M
SPA
98
Sentinel Pension Advisors
Massachusetts
$7.69M
HPG
99
Harvest Portfolios Group
Ontario, Canada
$7.62M
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$7.57M