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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
Thrivent Financial for Lutherans
151
Thrivent Financial for Lutherans
Minnesota
$2.73M
CFD
152
Creative Financial Designs
Indiana
$2.72M
FA
153
Fermata Advisors
California
$2.68M
SIC
154
Salem Investment Counselors
North Carolina
$2.67M
SWP
155
Stratos Wealth Partners
Ohio
$2.66M
PAS
156
Park Avenue Securities
New York
$2.64M
SWM
157
Spire Wealth Management
Virginia
$2.62M
AWM
158
Adams Wealth Management
Utah
$2.57M
CI
159
CacheTech Inc
Utah
$2.57M
MFG
160
Mendota Financial Group
Wisconsin
$2.5M
SC
161
Savant Capital
Illinois
$2.48M
WIP
162
WealthCare Investment Partners
Rhode Island
$2.43M
Comerica Bank
163
Comerica Bank
Texas
$2.42M
BCM
164
Barden Capital Management
Texas
$2.4M
PS
165
Principal Securities
Iowa
$2.37M
KFS
166
Kaizen Financial Strategies
California
$2.35M
PCM
167
Passive Capital Management
Maryland
$2.33M
GG
168
GenWealth Group
New Jersey
$2.32M
Financial Engines Advisors
169
Financial Engines Advisors
California
$2.23M
FFN
170
Focus Financial Network
Minnesota
$2.2M
KFG
171
Kelly Financial Group
Connecticut
$2.19M
HCM
172
Hutchinson Capital Management
California
$2.18M
EAM
173
Empirical Asset Management
Massachusetts
$2.15M
PWM
174
Perigon Wealth Management
California
$2.12M
JFGLC
175
Johnson Financial Group LLC (Colorado)
Colorado
$2.1M