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Schwab Intermediately-Term US Treasury ETF

507 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
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

Top Buyers

1 +$283M
2 +$48.5M
3 +$30.8M
4
Bank of America
Bank of America
North Carolina
+$25.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VT
151
Vise Technologies
New York
$2.91M
TCM
152
Tran Capital Management
California
$2.86M
Grantham, Mayo, Van Otterloo & Co (GMO)
153
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.83M
PK
154
Pflug Koory
Nebraska
$2.82M
WF
155
Williams Financial
Vermont
$2.8M
KFG
156
Kelly Financial Group
Connecticut
$2.79M
HI
157
Hendershot Investments
Virginia
$2.78M
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$2.77M
AWM
159
Adams Wealth Management
Utah
$2.77M
CI
160
CacheTech Inc
Utah
$2.77M
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$2.72M
SWP
162
Stratos Wealth Partners
Ohio
$2.71M
SIC
163
Salem Investment Counselors
North Carolina
$2.7M
LIM
164
Leavell Investment Management
Alabama
$2.59M
KW
165
Keyvantage Wealth
Pennsylvania
$2.56M
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$2.54M
PS
167
Principal Securities
Iowa
$2.54M
MFG
168
Mendota Financial Group
Wisconsin
$2.53M
SWM
169
Spire Wealth Management
Virginia
$2.52M
FA
170
Fermata Advisors
California
$2.5M
GG
171
GenWealth Group
New Jersey
$2.49M
PAS
172
Park Avenue Securities
New York
$2.49M
BCM
173
Barden Capital Management
Texas
$2.44M
SWA
174
Stratos Wealth Advisors
Ohio
$2.39M
Jane Street
175
Jane Street
New York
$2.36M