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Schwab Intermediately-Term US Treasury ETF

459 hedge funds and large institutions have $9.52B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 220 increasing their positions, 111 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
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
EAM
151
Empirical Asset Management
Massachusetts
$2.62M
SWM
152
Spire Wealth Management
Virginia
$2.61M
AWM
153
Adams Wealth Management
Utah
$2.59M
CI
154
CacheTech Inc
Utah
$2.59M
SC
155
Savant Capital
Illinois
$2.54M
JSA
156
Jacobson & Schmitt Advisors
Wisconsin
$2.43M
KWM
157
Kingsview Wealth Management
Oregon
$2.41M
IJWM
158
Inman Jager Wealth Management
Mississippi
$2.37M
FFN
159
Focus Financial Network
Minnesota
$2.33M
MFG
160
Mendota Financial Group
Wisconsin
$2.31M
PCM
161
Passive Capital Management
Maryland
$2.3M
GG
162
GenWealth Group
New Jersey
$2.29M
PS
163
Principal Securities
Iowa
$2.21M
KFG
164
Kelly Financial Group
Connecticut
$2.18M
FC
165
Financial Consulate
Maryland
$2.17M
BCM
166
Barden Capital Management
Texas
$2.13M
WIP
167
WealthCare Investment Partners
Rhode Island
$2.11M
PWM
168
Perigon Wealth Management
California
$2.1M
EG
169
Enstar Group
Bermuda
$2.1M
PAS
170
Park Avenue Securities
New York
$2.06M
KFS
171
Kaizen Financial Strategies
California
$2.06M
HCM
172
Hutchinson Capital Management
California
$2.01M
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$2.01M
SAMC
174
Spectrum Asset Management (California)
California
$2M
MG
175
MilWealth Group
Wisconsin
$1.94M