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Schwab Intermediately-Term US Treasury ETF

455 hedge funds and large institutions have $9.16B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 188 increasing their positions, 144 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
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 +$94.4M
2 +$59.4M
3 +$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1 -$21.9M
2 -$21.9M
3 -$17.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.9M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Stratos Wealth Advisors
Ohio
$8.57M
DC
77
Darrow Company
Massachusetts
$8.55M
VA
78
Valmark Advisers
Ohio
$8.45M
CWD
79
Clarity Wealth Development
Oregon
$8.33M
CWM
80
Centric Wealth Management
Illinois
$8.13M
TVAMP
81
Tennessee Valley Asset Management Partners
Tennessee
$7.09M
BSTWA
82
Blake Schutter Theil Wealth Advisors
Ohio
$6.91M
UBS Group
83
UBS Group
Switzerland
$6.75M
PAG
84
Private Advisor Group
New Jersey
$6.62M
FWMP
85
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$6.58M
AG
86
Advocate Group
Minnesota
$6.55M
BEI
87
Benjamin Edwards Inc
Missouri
$6.53M
WWM
88
WT Wealth Management
Arizona
$6.5M
CW
89
CreativeOne Wealth
Kansas
$6.46M
HPG
90
Harvest Portfolios Group
Ontario, Canada
$6.45M
Mariner
91
Mariner
Kansas
$5.91M
A
92
AlphaQuest
New York
$5.87M
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$5.81M
ISWM
94
Independent Solutions Wealth Management
New York
$5.6M
SCI
95
Stableford Capital II
Arizona
$5.54M
KFS
96
Kelly Financial Services
Massachusetts
$5.53M
CW
97
Code Waechter
Florida
$5.32M
CKAIS
98
Christensen King & Associates Investment Services
Washington
$5.31M
HWMC
99
Heritage Wealth Management (California)
California
$5.18M
LW
100
Libra Wealth
California
$5.07M