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Schwab Intermediately-Term US Treasury ETF

507 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
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

Top Buyers

1 +$283M
2 +$48.5M
3 +$30.8M
4
Bank of America
Bank of America
North Carolina
+$25.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HP
126
Hilltop Partners
Indiana
$4.49M
ULWM
127
Upper Left Wealth Management
Florida
$4.38M
SFC
128
SYM Financial Corp
Indiana
$4.31M
IC
129
IEQ Capital
California
$4.24M
NFTC
130
North Forty Two & Co
Oregon
$4.15M
AFP
131
Ausdal Financial Partners
Iowa
$4.15M
FTA
132
Financial & Tax Architects
Missouri
$4.1M
FFA
133
Farther Finance Advisors
California
$4.09M
FF
134
Farrow Financial
Vermont
$4.05M
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$3.85M
CAG
136
Csenge Advisory Group
Florida
$3.74M
IJWM
137
Inman Jager Wealth Management
Mississippi
$3.73M
WIP
138
WealthCare Investment Partners
Rhode Island
$3.71M
AssetMark Inc
139
AssetMark Inc
California
$3.59M
SAMC
140
Spectrum Asset Management (California)
California
$3.47M
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$3.41M
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$3.38M
CFD
143
Creative Financial Designs
Indiana
$3.37M
AA
144
Addison Advisors
Vermont
$3.27M
Renaissance Technologies
145
Renaissance Technologies
New York
$3.23M
William Blair & Company
146
William Blair & Company
Illinois
$3.21M
CA
147
Claro Advisors
Massachusetts
$3.19M
HCM
148
Hutchinson Capital Management
California
$3.02M
DAS
149
Dynamic Advisor Solutions
Arizona
$3.02M
SCM
150
SCS Capital Management
Massachusetts
$2.94M