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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
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$3.18M
LKBC
127
L.K. Benson & Company
Maryland
$3.11M
AWM
128
Adams Wealth Management
Utah
$3.01M
CI
129
CacheTech Inc
Utah
$3.01M
MML Investors Services
130
MML Investors Services
Massachusetts
$2.99M
AFP
131
Ausdal Financial Partners
Iowa
$2.99M
VT
132
Vise Technologies
New York
$2.86M
SWP
133
Stratos Wealth Partners
Ohio
$2.84M
FTA
134
Financial & Tax Architects
Missouri
$2.81M
HI
135
Hendershot Investments
Virginia
$2.79M
SIC
136
Salem Investment Counselors
North Carolina
$2.76M
SWM
137
Spire Wealth Management
Virginia
$2.67M
PK
138
Pflug Koory
Nebraska
$2.61M
PP
139
PrairieView Partners
Minnesota
$2.55M
MPM
140
Meritage Portfolio Management
Kansas
$2.55M
AIA
141
Alternative Investment Advisors
Florida
$2.54M
KSWA
142
Kathleen S. Wright Associates
Pennsylvania
$2.5M
AFG
143
Atomi Financial Group
New York
$2.44M
SFM
144
Signet Financial Management
New Jersey
$2.43M
FLPIM
145
F.L. Putnam Investment Management
Massachusetts
$2.41M
JSA
146
Jacobson & Schmitt Advisors
Wisconsin
$2.39M
KWM
147
Kingsview Wealth Management
Oregon
$2.34M
William Blair & Company
148
William Blair & Company
Illinois
$2.32M
CFD
149
Creative Financial Designs
Indiana
$2.32M
TIM
150
Tortoise Investment Management
New York
$2.29M