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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
CCM
101
Cloud Capital Management
Washington
$5.99M
KAS
102
Kestra Advisory Services
Texas
$5.93M
BPW
103
BLVD Private Wealth
Kentucky
$5.91M
LKBC
104
L.K. Benson & Company
Maryland
$5.65M
SAMC
105
Spectrum Asset Management (California)
California
$5.64M
M
106
MYeCFO
California
$5.58M
ISWM
107
Independent Solutions Wealth Management
New York
$5.51M
FIA
108
Foundations Investment Advisors
Arizona
$5.44M
WWM
109
WT Wealth Management
Arizona
$5.4M
CKAIS
110
Christensen King & Associates Investment Services
Washington
$5.38M
SCI
111
Stableford Capital II
Arizona
$5.29M
DAS
112
Diversify Advisory Services
Utah
$5.27M
WHCI
113
W.H. Cornerstone Investments
Massachusetts
$5.18M
CW
114
Code Waechter
Florida
$5.15M
HWMC
115
Heritage Wealth Management (California)
California
$5.13M
LW
116
Libra Wealth
California
$5.07M
SFM
117
Signet Financial Management
New Jersey
$4.66M
MA
118
Modus Advisors
Minnesota
$4.63M
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$4.59M
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$4.51M
HP
121
Hilltop Partners
Indiana
$4.4M
HighTower Advisors
122
HighTower Advisors
Illinois
$4.29M
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$4.26M
NFTC
124
North Forty Two & Co
Oregon
$4.24M
SAI
125
Savvy Advisors Inc
New York
$4.19M