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Schwab Intermediately-Term US Treasury ETF

466 hedge funds and large institutions have $9.95B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
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
Name Holding Trade Value Shares
Change
Change in
Stake
AG
76
Advocate Group
Minnesota
$10.2M
AIM
77
Archer Investment Management
Texas
$10.1M
CWD
78
Clarity Wealth Development
Oregon
$9.7M
Raymond James Financial
79
Raymond James Financial
Florida
$9.6M
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$9.51M
DC
81
Darrow Company
Massachusetts
$9.38M
ATI
82
Act Two Investors
California
$9.24M
BSTWA
83
Blake Schutter Theil Wealth Advisors
Ohio
$8.85M
CWM
84
Centric Wealth Management
Illinois
$8.44M
TVAMP
85
Tennessee Valley Asset Management Partners
Tennessee
$8.32M
SPA
86
Sentinel Pension Advisors
Massachusetts
$8.19M
PC
87
Payne Capital
Oregon
$8.15M
KFS
88
Kelly Financial Services
Massachusetts
$8.13M
BEI
89
Benjamin Edwards Inc
Missouri
$7.84M
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$7.76M
HPG
91
Harvest Portfolios Group
Ontario, Canada
$6.94M
Osaic Holdings
92
Osaic Holdings
Arizona
$6.86M
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$6.56M
CWM
94
Cooke Wealth Management
California
$6.33M
Mariner
95
Mariner
Kansas
$6.32M
DSAM
96
Dock Street Asset Management
Florida
$6.15M
MWM
97
Maridea Wealth Management
New York
$6.14M
SWA
98
Stratos Wealth Advisors
Ohio
$6.09M
CCM
99
Cloud Capital Management
Washington
$5.99M
KAS
100
Kestra Advisory Services
Texas
$5.93M