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Schwab Intermediately-Term US Treasury ETF

459 hedge funds and large institutions have $9.52B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 220 increasing their positions, 111 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
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
CST
176
Charles Schwab Trust
Nevada
$1.93M
Financial Engines Advisors
177
Financial Engines Advisors
California
$1.87M
Natixis Advisors
178
Natixis Advisors
Massachusetts
$1.84M
TIM
179
Tortoise Investment Management
New York
$1.82M
NS
180
NBC Securities
Alabama
$1.79M
MCM
181
Mendel Capital Management
Arkansas
$1.76M
AWM
182
AE Wealth Management
Kansas
$1.76M
WA
183
Waverly Advisors
Alabama
$1.71M
Betterment LLC
184
Betterment LLC
New York
$1.7M
NRWA
185
North Ridge Wealth Advisors
Oregon
$1.64M
SP
186
Successful Portfolios
Florida
$1.62M
SPW
187
Sonoma Private Wealth
California
$1.6M
PIWA
188
Prevail Innovative Wealth Advisors
Kansas
$1.57M
FFA
189
Farther Finance Advisors
California
$1.52M
BNP Paribas Financial Markets
190
BNP Paribas Financial Markets
France
$1.52M
BCM
191
Brookstone Capital Management
Illinois
$1.5M
NCM
192
Northwest Capital Management
Oregon
$1.46M
FLPIM
193
F.L. Putnam Investment Management
Massachusetts
$1.45M
WA
194
WBH Advisory
Maryland
$1.44M
MWM
195
MFG Wealth Management
Indiana
$1.42M
WJA
196
Willis Johnson & Associates
Texas
$1.39M
KGP
197
Keystone Global Partners
Colorado
$1.35M
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$1.3M
ES
199
Eagle Strategies
New York
$1.28M
BHPW
200
Beverly Hills Private Wealth
California
$1.26M