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Schwab Intermediately-Term US Treasury ETF

480 hedge funds and large institutions have $9.97B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
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
AFG
151
Atomi Financial Group
New York
$2.78M
GP
152
Greenline Partners
New York
$2.75M
Thrivent Financial for Lutherans
153
Thrivent Financial for Lutherans
Minnesota
$2.73M
CFD
154
Creative Financial Designs
Indiana
$2.72M
FA
155
Fermata Advisors
California
$2.68M
SIC
156
Salem Investment Counselors
North Carolina
$2.67M
SWP
157
Stratos Wealth Partners
Ohio
$2.66M
PAS
158
Park Avenue Securities
New York
$2.64M
SWM
159
Spire Wealth Management
Virginia
$2.62M
AWM
160
Adams Wealth Management
Utah
$2.57M
CI
161
CacheTech Inc
Utah
$2.57M
MFG
162
Mendota Financial Group
Wisconsin
$2.5M
SC
163
Savant Capital
Illinois
$2.48M
WIP
164
WealthCare Investment Partners
Rhode Island
$2.43M
Comerica Bank
165
Comerica Bank
Texas
$2.42M
BCM
166
Barden Capital Management
Texas
$2.4M
PS
167
Principal Securities
Iowa
$2.37M
KFS
168
Kaizen Financial Strategies
California
$2.35M
PCM
169
Passive Capital Management
Maryland
$2.33M
GG
170
GenWealth Group
New Jersey
$2.32M
Financial Engines Advisors
171
Financial Engines Advisors
California
$2.23M
FFN
172
Focus Financial Network
Minnesota
$2.2M
KFG
173
Kelly Financial Group
Connecticut
$2.19M
HCM
174
Hutchinson Capital Management
California
$2.18M
Corient Private Wealth
175
Corient Private Wealth
Florida
$2.16M