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Schwab Intermediately-Term US Treasury ETF

465 hedge funds and large institutions have $9.55B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
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
SAMC
176
Spectrum Asset Management (California)
California
$2M
MG
177
MilWealth Group
Wisconsin
$1.94M
CST
178
Charles Schwab Trust
Nevada
$1.93M
Financial Engines Advisors
179
Financial Engines Advisors
California
$1.87M
Natixis Advisors
180
Natixis Advisors
Massachusetts
$1.84M
TIM
181
Tortoise Investment Management
New York
$1.82M
NS
182
NBC Securities
Alabama
$1.79M
MCM
183
Mendel Capital Management
Arkansas
$1.76M
AWM
184
AE Wealth Management
Kansas
$1.76M
WA
185
Waverly Advisors
Alabama
$1.71M
Betterment LLC
186
Betterment LLC
New York
$1.7M
NRWA
187
North Ridge Wealth Advisors
Oregon
$1.64M
SP
188
Successful Portfolios
Florida
$1.62M
SPW
189
Sonoma Private Wealth
California
$1.6M
PIWA
190
Prevail Innovative Wealth Advisors
Kansas
$1.57M
FFA
191
Farther Finance Advisors
California
$1.52M
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$1.52M
BCM
193
Brookstone Capital Management
Illinois
$1.5M
NCM
194
Northwest Capital Management
Oregon
$1.46M
FLPIM
195
F.L. Putnam Investment Management
Massachusetts
$1.45M
WA
196
WBH Advisory
Maryland
$1.44M
MWM
197
MFG Wealth Management
Indiana
$1.42M
WJA
198
Willis Johnson & Associates
Texas
$1.39M
KGP
199
Keystone Global Partners
Colorado
$1.35M
Mercer Global Advisors
200
Mercer Global Advisors
Colorado
$1.3M