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Schwab Intermediately-Term US Treasury ETF

454 hedge funds and large institutions have $9.16B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 144 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
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

Top Buyers

1 +$94.4M
2 +$59.4M
3 +$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1 -$21.9M
2 -$21.9M
3 -$17.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.9M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$5.06M
WHCI
102
W.H. Cornerstone Investments
Massachusetts
$5.04M
Osaic Holdings
103
Osaic Holdings
Arizona
$4.99M
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$4.95M
M
105
MYeCFO
California
$4.93M
BPW
106
BLVD Private Wealth
Kentucky
$4.73M
NFTC
107
North Forty Two & Co
Oregon
$4.68M
IA
108
Inspire Advisors
Idaho
$4.67M
KAS
109
Kestra Advisory Services
Texas
$4.64M
CCM
110
Cloud Capital Management
Washington
$4.44M
HP
111
Hilltop Partners
Indiana
$4.4M
FIA
112
Foundations Investment Advisors
Arizona
$4.37M
DAS
113
Dynamic Advisor Solutions
Arizona
$4.36M
MA
114
Modus Advisors
Minnesota
$4.32M
CM
115
Columbus Macro
Pennsylvania
$4.23M
SFC
116
SYM Financial Corp
Indiana
$4.1M
NCM
117
Northwest Capital Management
Oregon
$3.94M
GP
118
Greenline Partners
New York
$3.82M
ULWM
119
Upper Left Wealth Management
Florida
$3.7M
HighTower Advisors
120
HighTower Advisors
Illinois
$3.67M
CCA
121
Cobblestone Capital Advisors
New York
$3.59M
SCM
122
SCS Capital Management
Massachusetts
$3.44M
Comerica Bank
123
Comerica Bank
Texas
$3.34M
AA
124
Addison Advisors
Vermont
$3.29M
PCM
125
Passive Capital Management
Maryland
$3.2M