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Schwab Intermediately-Term US Treasury ETF

451 hedge funds and large institutions have $9.14B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 142 reducing their positions, and 43 closing their positions.

Holders
451
Holders Change
+18
Holders Change %
+4.16%
% of All Funds
6.05%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
68
Increased
188
Reduced
142
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPW
176
Sonoma Private Wealth
California
$1.64M -$22.5K -900 -1%
WIP
177
WealthCare Investment Partners
Rhode Island
$1.64M +$277K +11,159 +20%
MCM
178
Mendel Capital Management
Arkansas
$1.63M +$51.6K +2,063 +3%
Betterment LLC
179
Betterment LLC
New York
$1.61M +$16.7K +666 +1%
NS
180
NBC Securities
Alabama
$1.57M +$1.44M +57,455 +1,121%
BCM
181
Brookstone Capital Management
Illinois
$1.56M -$106K -4,235 -6%
SP
182
Successful Portfolios
Florida
$1.53M +$35.4K +1,414 +2%
Corient Private Wealth
183
Corient Private Wealth
Florida
$1.52M +$1.01M +40,215 +194%
BHPW
184
Beverly Hills Private Wealth
California
$1.51M +$374K +14,938 +33%
WJA
185
Willis Johnson & Associates
Texas
$1.48M -$2.28K -91 -0.2%
DI
186
Diligent Investors
California
$1.33M -$83.1K -3,321 -6%
Natixis Advisors
187
Natixis Advisors
Massachusetts
$1.3M +$622K +24,843 +92%
JWM
188
JFG Wealth Management
Colorado
$1.23M +$45.6K +1,822 +4%
LIM
189
Leavell Investment Management
Alabama
$1.22M +$134K +5,365 +12%
AMG
190
Asset Management Group
Connecticut
$1.2M +$10.6K +424 +0.9%
TPCW
191
TD Private Client Wealth
New York
$1.18M +$144K +5,766 +14%
1IA
192
1620 Investment Advisors
Massachusetts
$1.18M +$695K +27,759 +143%
RW
193
Rede Wealth
Virginia
$1.17M +$64.2K +2,565 +6%
WIM
194
Waycross Investment Management
Washington
$1.14M
VVP
195
Venture Visionary Partners
Ohio
$1.14M +$14.7K +587 +1%
CFIA
196
Cantor Fitzgerald Investment Advisors
New York
$1.12M -$29.1K -1,162 -3%
SIM
197
Studio Investment Management
Illinois
$1.12M +$325K +12,993 +41%
AI
198
Atria Investments
North Carolina
$1.12M -$4.16K -166 -0.4%
ES
199
Eagle Strategies
New York
$1.12M +$62.7K +2,506 +6%
SWM
200
SeaCrest Wealth Management
New York
$1.1M -$122K -4,865 -10%