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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 %
SWA
76
Stratos Wealth Advisors
Ohio
$8.57M +$22.6K +904 +0.3%
DC
77
Darrow Company
Massachusetts
$8.55M +$2.25K +90 +0%
VA
78
Valmark Advisers
Ohio
$8.45M +$672K +26,848 +9%
CWD
79
Clarity Wealth Development
Oregon
$8.33M +$581K +23,194 +7%
CWM
80
Centric Wealth Management
Illinois
$8.13M +$253K +10,138 +3%
TVAMP
81
Tennessee Valley Asset Management Partners
Tennessee
$7.09M -$1.29M -51,719 -15%
BSTWA
82
Blake Schutter Theil Wealth Advisors
Ohio
$6.91M +$442K +17,668 +7%
UBS Group
83
UBS Group
Switzerland
$6.75M +$676K +26,997 +11%
PAG
84
Private Advisor Group
New Jersey
$6.62M -$788K -31,490 -11%
FWMP
85
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$6.58M +$174K +6,956 +3%
AG
86
Advocate Group
Minnesota
$6.55M +$107K +4,266 +2%
BEI
87
Benjamin Edwards Inc
Missouri
$6.53M -$561K -22,428 -8%
CW
88
CreativeOne Wealth
Kansas
$6.46M -$10.4K -416 -0.2%
HPG
89
Harvest Portfolios Group
Ontario, Canada
$6.45M +$356K +14,225 +6%
Mariner
90
Mariner
Kansas
$5.91M -$392K -15,663 -6%
A
91
AlphaQuest
New York
$5.87M +$5.87M +234,462 New
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$5.81M -$391K -15,640 -6%
ISWM
93
Independent Solutions Wealth Management
New York
$5.6M -$88K -3,514 -2%
SCI
94
Stableford Capital II
Arizona
$5.54M -$81.9K -3,299 -1%
KFS
95
Kelly Financial Services
Massachusetts
$5.53M +$370K +14,794 +7%
CW
96
Code Waechter
Florida
$5.32M +$75.5K +3,017 +1%
CKAIS
97
Christensen King & Associates Investment Services
Washington
$5.31M -$64.9K -2,592 -1%
HWMC
98
Heritage Wealth Management (California)
California
$5.18M +$239K +9,567 +5%
LW
99
Libra Wealth
California
$5.07M -$242K -9,674 -5%
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$5.06M -$440K -17,569 -8%