SCHR icon

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
PK
151
Pflug Koory
Nebraska
$2.69M
EAM
152
Empirical Asset Management
Massachusetts
$2.62M
SWM
153
Spire Wealth Management
Virginia
$2.61M
AWM
154
Adams Wealth Management
Utah
$2.59M
CI
155
CacheTech Inc
Utah
$2.59M
SC
156
Savant Capital
Illinois
$2.54M
JSA
157
Jacobson & Schmitt Advisors
Wisconsin
$2.43M
KWM
158
Kingsview Wealth Management
Oregon
$2.41M
IJWM
159
Inman Jager Wealth Management
Mississippi
$2.37M
FFN
160
Focus Financial Network
Minnesota
$2.33M
MFG
161
Mendota Financial Group
Wisconsin
$2.31M
PCM
162
Passive Capital Management
Maryland
$2.3M
GG
163
GenWealth Group
New Jersey
$2.29M
PS
164
Principal Securities
Iowa
$2.21M
AIA
165
Alternative Investment Advisors
Florida
$2.19M
KFG
166
Kelly Financial Group
Connecticut
$2.18M
FC
167
Financial Consulate
Maryland
$2.17M
BCM
168
Barden Capital Management
Texas
$2.13M
WIP
169
WealthCare Investment Partners
Rhode Island
$2.11M
PWM
170
Perigon Wealth Management
California
$2.1M
EG
171
Enstar Group
Bermuda
$2.1M
PAS
172
Park Avenue Securities
New York
$2.06M
KFS
173
Kaizen Financial Strategies
California
$2.06M
HCM
174
Hutchinson Capital Management
California
$2.01M
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$2.01M