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Schwab Intermediately-Term US Treasury ETF

454 hedge funds and large institutions have $9.16B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 144 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
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 +$94.4M
2 +$59.4M
3 +$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1 -$21.9M
2 -$21.9M
3 -$17.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.9M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PIWA
176
Prevail Innovative Wealth Advisors
Kansas
$1.67M
WA
177
Waverly Advisors
Alabama
$1.66M
KGP
178
Keystone Global Partners
Colorado
$1.65M
SAI
179
Savvy Advisors Inc
New York
$1.65M
SPW
180
Sonoma Private Wealth
California
$1.64M
WIP
181
WealthCare Investment Partners
Rhode Island
$1.64M
MCM
182
Mendel Capital Management
Arkansas
$1.63M
Betterment LLC
183
Betterment LLC
New York
$1.61M
NS
184
NBC Securities
Alabama
$1.57M
BCM
185
Brookstone Capital Management
Illinois
$1.56M
SP
186
Successful Portfolios
Florida
$1.53M
BHPW
187
Beverly Hills Private Wealth
California
$1.51M
WJA
188
Willis Johnson & Associates
Texas
$1.48M
DI
189
Diligent Investors
California
$1.33M
Natixis Advisors
190
Natixis Advisors
Massachusetts
$1.29M
JWM
191
JFG Wealth Management
Colorado
$1.23M
LIM
192
Leavell Investment Management
Alabama
$1.22M
AMG
193
Asset Management Group
Connecticut
$1.2M
TPCW
194
TD Private Client Wealth
New York
$1.18M
1IA
195
1620 Investment Advisors
Massachusetts
$1.18M
RW
196
Rede Wealth
Virginia
$1.17M
WIM
197
Waycross Investment Management
Washington
$1.14M
VVP
198
Venture Visionary Partners
Ohio
$1.14M
CFIA
199
Cantor Fitzgerald Investment Advisors
New York
$1.12M
SIM
200
Studio Investment Management
Illinois
$1.12M