SCHR icon

Schwab Intermediately-Term US Treasury ETF

466 hedge funds and large institutions have $9.95B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
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
Name Holding Trade Value Shares
Change
Change in
Stake
BPW
101
BLVD Private Wealth
Kentucky
$5.91M
LKBC
102
L.K. Benson & Company
Maryland
$5.65M
SAMC
103
Spectrum Asset Management (California)
California
$5.64M
M
104
MYeCFO
California
$5.58M
ISWM
105
Independent Solutions Wealth Management
New York
$5.51M
FIA
106
Foundations Investment Advisors
Arizona
$5.44M
WWM
107
WT Wealth Management
Arizona
$5.4M
CKAIS
108
Christensen King & Associates Investment Services
Washington
$5.38M
SCI
109
Stableford Capital II
Arizona
$5.29M
DAS
110
Diversify Advisory Services
Utah
$5.27M
WHCI
111
W.H. Cornerstone Investments
Massachusetts
$5.18M
CW
112
Code Waechter
Florida
$5.15M
HWMC
113
Heritage Wealth Management (California)
California
$5.13M
LW
114
Libra Wealth
California
$5.07M
SFM
115
Signet Financial Management
New Jersey
$4.66M
MA
116
Modus Advisors
Minnesota
$4.63M
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$4.59M
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$4.51M
HP
119
Hilltop Partners
Indiana
$4.4M
HighTower Advisors
120
HighTower Advisors
Illinois
$4.29M
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$4.26M
NFTC
122
North Forty Two & Co
Oregon
$4.24M
SAI
123
Savvy Advisors Inc
New York
$4.19M
ULWM
124
Upper Left Wealth Management
Florida
$4.18M
SFC
125
SYM Financial Corp
Indiana
$3.86M