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Schwab Intermediately-Term US Treasury ETF

465 hedge funds and large institutions have $9.55B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
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
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$9.05M
DC
77
Darrow Company
Massachusetts
$8.9M
WFS
78
Walker Financial Services
Kentucky
$8.89M
CWD
79
Clarity Wealth Development
Oregon
$8.78M
FWMP
80
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$8.72M
MPCL
81
My Personal CFO LLC
Washington
$8.72M
AG
82
Advocate Group
Minnesota
$8.45M
CWM
83
Centric Wealth Management
Illinois
$8.39M
VA
84
Valmark Advisers
Ohio
$8.35M
TVAMP
85
Tennessee Valley Asset Management Partners
Tennessee
$8.32M
ODA
86
One Degree Advisors
California
$8.15M
PC
87
Payne Capital
Oregon
$8.08M
SWA
88
Stratos Wealth Advisors
Ohio
$7.66M
BSTWA
89
Blake Schutter Theil Wealth Advisors
Ohio
$7.57M
UBS Group
90
UBS Group
Switzerland
$7.44M
BEI
91
Benjamin Edwards Inc
Missouri
$7.15M
Osaic Holdings
92
Osaic Holdings
Arizona
$6.94M
CW
93
CreativeOne Wealth
Kansas
$6.94M
KFS
94
Kelly Financial Services
Massachusetts
$6.8M
A
95
AlphaQuest
New York
$6.49M
HPG
96
Harvest Portfolios Group
Ontario, Canada
$6.41M
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$6.35M
Mariner
98
Mariner
Kansas
$6.17M
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$6.1M
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$5.97M