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Schwab Intermediately-Term US Treasury ETF

465 hedge funds and large institutions have $9.55B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
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
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
126
AssetMark Inc
California
$3.64M
CCA
127
Cobblestone Capital Advisors
New York
$3.63M
SCM
128
SCS Capital Management
Massachusetts
$3.41M
AFP
129
Ausdal Financial Partners
Iowa
$3.37M
SAI
130
Savvy Advisors Inc
New York
$3.37M
CM
131
Columbus Macro
Pennsylvania
$3.34M
SFM
132
Signet Financial Management
New Jersey
$3.33M
AA
133
Addison Advisors
Vermont
$3.32M
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$3.25M
GP
135
Greenline Partners
New York
$3.11M
FTA
136
Financial & Tax Architects
Missouri
$3.06M
FA
137
Fermata Advisors
California
$2.98M
HI
138
Hendershot Investments
Virginia
$2.93M
DAS
139
Dynamic Advisor Solutions
Arizona
$2.88M
CAG
140
Csenge Advisory Group
Florida
$2.88M
MPM
141
Meritage Portfolio Management
Kansas
$2.87M
SWP
142
Stratos Wealth Partners
Ohio
$2.87M
AFG
143
Atomi Financial Group
New York
$2.79M
KSWA
144
Kathleen S. Wright Associates
Pennsylvania
$2.78M
William Blair & Company
145
William Blair & Company
Illinois
$2.78M
SIC
146
Salem Investment Counselors
North Carolina
$2.77M
Citadel Advisors
147
Citadel Advisors
Florida
$2.76M
VT
148
Vise Technologies
New York
$2.75M
CFD
149
Creative Financial Designs
Indiana
$2.72M
Comerica Bank
150
Comerica Bank
Texas
$2.71M