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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
JFGLC
176
Johnson Financial Group LLC (Colorado)
Colorado
$2.33M
SC
177
Savant Capital
Illinois
$2.31M
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$2.3M
GP
179
Greenline Partners
New York
$2.28M
PCM
180
Passive Capital Management
Maryland
$2.23M
JFG
181
JDM Financial Group
Texas
$2.19M
EAM
182
Empirical Asset Management
Massachusetts
$2.18M
HighTower Advisors
183
HighTower Advisors
Illinois
$2.16M
KFS
184
Kaizen Financial Strategies
California
$2.16M
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$2.16M
CST
186
Charles Schwab Trust
Nevada
$2.14M
UBS AM
187
UBS AM
Illinois
$2.13M
CM
188
Columbus Macro
Pennsylvania
$2.11M
CAMG
189
CWA Asset Management Group
Florida
$2.1M
SPWL
190
Stillwater Private Wealth, LLC
Pennsylvania
$2.03M
NS
191
NBC Securities
Alabama
$2.01M
Betterment LLC
192
Betterment LLC
New York
$2.01M
PAYA
193
Phil A. Younker & Associates
Alaska
$2M
NRW
194
Nova R Wealth
Kansas
$2M
HIC
195
Hartline Investment Corp
Illinois
$1.99M
BHPW
196
Beverly Hills Private Wealth
California
$1.94M
MG
197
MilWealth Group
Wisconsin
$1.93M
MCM
198
Mendel Capital Management
Arkansas
$1.85M
FFN
199
Focus Financial Network
Minnesota
$1.83M
Natixis Advisors
200
Natixis Advisors
Massachusetts
$1.79M