SCHR icon

Schwab Intermediately-Term US Treasury ETF

465 hedge funds and large institutions have $9.55B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
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
SCI
101
Stableford Capital II
Arizona
$5.63M
ISWM
102
Independent Solutions Wealth Management
New York
$5.56M
IA
103
Inspire Advisors
Idaho
$5.37M
BPW
104
BLVD Private Wealth
Kentucky
$5.35M
CKAIS
105
Christensen King & Associates Investment Services
Washington
$5.33M
WWM
106
WT Wealth Management
Arizona
$5.31M
WHCI
107
W.H. Cornerstone Investments
Massachusetts
$5.29M
CW
108
Code Waechter
Florida
$5.23M
M
109
MYeCFO
California
$5.11M
LW
110
Libra Wealth
California
$5.08M
HWMC
111
Heritage Wealth Management (California)
California
$5.03M
KAS
112
Kestra Advisory Services
Texas
$4.98M
MWM
113
Maridea Wealth Management
New York
$4.87M
FIA
114
Foundations Investment Advisors
Arizona
$4.82M
NFTC
115
North Forty Two & Co
Oregon
$4.51M
MA
116
Modus Advisors
Minnesota
$4.45M
HP
117
Hilltop Partners
Indiana
$4.42M
HighTower Advisors
118
HighTower Advisors
Illinois
$4.18M
CCM
119
Cloud Capital Management
Washington
$4.16M
LKBC
120
L.K. Benson & Company
Maryland
$3.98M
FTUS
121
Flow Traders U.S.
New York
$3.94M
Renaissance Technologies
122
Renaissance Technologies
New York
$3.87M
SFC
123
SYM Financial Corp
Indiana
$3.84M
ULWM
124
Upper Left Wealth Management
Florida
$3.82M
DAS
125
Diversify Advisory Services
Utah
$3.66M