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Schwab Intermediately-Term US Treasury ETF

480 hedge funds and large institutions have $9.97B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
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
VA
76
Valmark Advisers
Ohio
$10.2M
AG
77
Advocate Group
Minnesota
$10.2M
AIM
78
Archer Investment Management
Texas
$10.1M
CWD
79
Clarity Wealth Development
Oregon
$9.7M
Raymond James Financial
80
Raymond James Financial
Florida
$9.6M
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$9.51M
DC
82
Darrow Company
Massachusetts
$9.38M
ATI
83
Act Two Investors
California
$9.24M
BSTWA
84
Blake Schutter Theil Wealth Advisors
Ohio
$8.85M
CWM
85
Centric Wealth Management
Illinois
$8.44M
TVAMP
86
Tennessee Valley Asset Management Partners
Tennessee
$8.32M
SPA
87
Sentinel Pension Advisors
Massachusetts
$8.19M
PC
88
Payne Capital
Oregon
$8.15M
KFS
89
Kelly Financial Services
Massachusetts
$8.13M
BEI
90
Benjamin Edwards Inc
Missouri
$7.84M
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$7.76M
HPG
92
Harvest Portfolios Group
Ontario, Canada
$6.94M
Osaic Holdings
93
Osaic Holdings
Arizona
$6.86M
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$6.56M
SWP
95
SIMA Wealth Partners
Virginia
$6.48M
CWM
96
Cooke Wealth Management
California
$6.33M
Mariner
97
Mariner
Kansas
$6.32M
DSAM
98
Dock Street Asset Management
Florida
$6.15M
MWM
99
Maridea Wealth Management
New York
$6.14M
SWA
100
Stratos Wealth Advisors
Ohio
$6.09M