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Schwab Intermediately-Term US Treasury ETF

459 hedge funds and large institutions have $9.52B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 220 increasing their positions, 111 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
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
ISWM
101
Independent Solutions Wealth Management
New York
$5.56M
IA
102
Inspire Advisors
Idaho
$5.37M
BPW
103
BLVD Private Wealth
Kentucky
$5.35M
CKAIS
104
Christensen King & Associates Investment Services
Washington
$5.33M
WWM
105
WT Wealth Management
Arizona
$5.31M
WHCI
106
W.H. Cornerstone Investments
Massachusetts
$5.29M
CW
107
Code Waechter
Florida
$5.23M
M
108
MYeCFO
California
$5.11M
LW
109
Libra Wealth
California
$5.08M
HWMC
110
Heritage Wealth Management (California)
California
$5.03M
KAS
111
Kestra Advisory Services
Texas
$4.98M
MWM
112
Maridea Wealth Management
New York
$4.87M
FIA
113
Foundations Investment Advisors
Arizona
$4.82M
NFTC
114
North Forty Two & Co
Oregon
$4.51M
MA
115
Modus Advisors
Minnesota
$4.45M
HP
116
Hilltop Partners
Indiana
$4.42M
HighTower Advisors
117
HighTower Advisors
Illinois
$4.18M
CCM
118
Cloud Capital Management
Washington
$4.16M
LKBC
119
L.K. Benson & Company
Maryland
$3.98M
FTUS
120
Flow Traders U.S.
New York
$3.94M
Renaissance Technologies
121
Renaissance Technologies
New York
$3.87M
SFC
122
SYM Financial Corp
Indiana
$3.84M
ULWM
123
Upper Left Wealth Management
Florida
$3.82M
DAS
124
Diversify Advisory Services
Utah
$3.66M
AssetMark Inc
125
AssetMark Inc
California
$3.64M