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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
AFP
126
Ausdal Financial Partners
Iowa
$3.82M
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$3.78M
AssetMark Inc
128
AssetMark Inc
California
$3.78M
IA
129
Inspire Advisors
Idaho
$3.75M
CM
130
Columbus Macro
Pennsylvania
$3.63M
TRCT
131
Tower Research Capital (TRC)
New York
$3.56M
FF
132
Farrow Financial
Vermont
$3.53M
FTA
133
Financial & Tax Architects
Missouri
$3.46M
KGP
134
Keystone Global Partners
Colorado
$3.41M
JFG
135
JDM Financial Group
Texas
$3.4M
AA
136
Addison Advisors
Vermont
$3.31M
CAG
137
Csenge Advisory Group
Florida
$3.27M
SCM
138
SCS Capital Management
Massachusetts
$3.19M
William Blair & Company
139
William Blair & Company
Illinois
$3.08M
MPM
140
Meritage Portfolio Management
Kansas
$3.01M
VT
141
Vise Technologies
New York
$2.91M
DAS
142
Dynamic Advisor Solutions
Arizona
$2.9M
WF
143
Williams Financial
Vermont
$2.84M
KW
144
Keyvantage Wealth
Pennsylvania
$2.84M
HI
145
Hendershot Investments
Virginia
$2.83M
IJWM
146
Inman Jager Wealth Management
Mississippi
$2.82M
PK
147
Pflug Koory
Nebraska
$2.81M
TCM
148
Tran Capital Management
California
$2.79M
AFG
149
Atomi Financial Group
New York
$2.78M
GP
150
Greenline Partners
New York
$2.75M