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Schwab Intermediately-Term US Treasury ETF

507 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
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

Top Buyers

1 +$283M
2 +$48.5M
3 +$30.8M
4
Bank of America
Bank of America
North Carolina
+$25.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Maridea Wealth Management
New York
$7.35M
PC
102
Payne Capital
Oregon
$7.33M
SWP
103
SIMA Wealth Partners
Virginia
$7.28M
LKBC
104
L.K. Benson & Company
Maryland
$7.2M
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$6.91M
CW
106
CreativeOne Wealth
Kansas
$6.87M
IA
107
Integrity Alliance
Iowa
$6.62M
FIA
108
Foundations Investment Advisors
Arizona
$6.58M
CWM
109
Cooke Wealth Management
California
$6.54M
SFM
110
Signet Financial Management
New Jersey
$6.52M
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$6.11M
KAS
112
Kestra Advisory Services
Texas
$6.04M
M
113
MYeCFO
California
$5.92M
RWM
114
Refined Wealth Management
Utah
$5.69M
FTUS
115
Flow Traders U.S.
New York
$5.56M
CKAIS
116
Christensen King & Associates Investment Services
Washington
$5.53M
ISWM
117
Independent Solutions Wealth Management
New York
$5.46M
CW
118
Code Waechter
Florida
$5.38M
HWMC
119
Heritage Wealth Management (California)
California
$5.37M
SCI
120
Stableford Capital II
Arizona
$5.35M
WHCI
121
W.H. Cornerstone Investments
Massachusetts
$5.08M
LW
122
Libra Wealth
California
$5.03M
WWM
123
WT Wealth Management
Arizona
$4.96M
MA
124
Modus Advisors
Minnesota
$4.91M
IA
125
Inspire Advisors
Idaho
$4.6M