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Schwab Intermediately-Term US Treasury ETF

454 hedge funds and large institutions have $9.16B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 144 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
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

Top Buyers

1 +$94.4M
2 +$59.4M
3 +$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1 -$21.9M
2 -$21.9M
3 -$17.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.9M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
151
Focus Financial Network
Minnesota
$2.26M
CAG
152
Csenge Advisory Group
Florida
$2.23M
GG
153
GenWealth Group
New Jersey
$2.22M
BCM
154
Barden Capital Management
Texas
$2.2M
FC
155
Financial Consulate
Maryland
$2.2M
Citadel Advisors
156
Citadel Advisors
Florida
$2.2M
IJWM
157
Inman Jager Wealth Management
Mississippi
$2.17M
GS
158
GWN Securities
Florida
$2.12M
EG
159
Enstar Group
Bermuda
$2.09M
KFG
160
Kelly Financial Group
Connecticut
$2.09M
MFG
161
Mendota Financial Group
Wisconsin
$2.08M
PS
162
Principal Securities
Iowa
$2.06M
FFA
163
Farther Finance Advisors
California
$1.99M
PWM
164
Perigon Wealth Management
California
$1.98M
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$1.96M
FA
166
Fermata Advisors
California
$1.95M
MG
167
MilWealth Group
Wisconsin
$1.93M
Financial Engines Advisors
168
Financial Engines Advisors
California
$1.86M
CST
169
Charles Schwab Trust
Nevada
$1.84M
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$1.78M
KFS
171
Kaizen Financial Strategies
California
$1.77M
IWM
172
IHT Wealth Management
Illinois
$1.74M
HCM
173
Hutchinson Capital Management
California
$1.69M
NRWA
174
North Ridge Wealth Advisors
Oregon
$1.68M
CA
175
CoreCap Advisors
Michigan
$1.68M