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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
ULWM
126
Upper Left Wealth Management
Florida
$4.18M
SFC
127
SYM Financial Corp
Indiana
$3.86M
AFP
128
Ausdal Financial Partners
Iowa
$3.82M
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$3.78M
AssetMark Inc
130
AssetMark Inc
California
$3.78M
IA
131
Inspire Advisors
Idaho
$3.75M
CM
132
Columbus Macro
Pennsylvania
$3.63M
TRCT
133
Tower Research Capital (TRC)
New York
$3.56M
FF
134
Farrow Financial
Vermont
$3.53M
FTA
135
Financial & Tax Architects
Missouri
$3.46M
KGP
136
Keystone Global Partners
Colorado
$3.41M
JFG
137
JDM Financial Group
Texas
$3.4M
AA
138
Addison Advisors
Vermont
$3.31M
CAG
139
Csenge Advisory Group
Florida
$3.27M
SCM
140
SCS Capital Management
Massachusetts
$3.19M
William Blair & Company
141
William Blair & Company
Illinois
$3.08M
MPM
142
Meritage Portfolio Management
Kansas
$3.01M
VT
143
Vise Technologies
New York
$2.91M
DAS
144
Dynamic Advisor Solutions
Arizona
$2.9M
WF
145
Williams Financial
Vermont
$2.84M
KW
146
Keyvantage Wealth
Pennsylvania
$2.84M
HI
147
Hendershot Investments
Virginia
$2.83M
IJWM
148
Inman Jager Wealth Management
Mississippi
$2.82M
PK
149
Pflug Koory
Nebraska
$2.81M
TCM
150
Tran Capital Management
California
$2.79M