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Schwab Intermediately-Term US Treasury ETF

474 hedge funds and large institutions have $9.95B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
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
JFGLC
176
Johnson Financial Group LLC (Colorado)
Colorado
$2.1M
EG
177
Enstar Group
Bermuda
$2.09M
National Bank of Canada
178
National Bank of Canada
Quebec, Canada
$2.08M
NS
179
NBC Securities
Alabama
$2.06M
CST
180
Charles Schwab Trust
Nevada
$2.04M
AIA
181
Alternative Investment Advisors
Florida
$2.01M
HIC
182
Hartline Investment Corp
Illinois
$2M
NRW
183
Nova R Wealth
Kansas
$1.99M
WA
184
WBH Advisory
Maryland
$1.98M
MG
185
MilWealth Group
Wisconsin
$1.94M
Betterment LLC
186
Betterment LLC
New York
$1.89M
EFG
187
Ethos Financial Group
Pennsylvania
$1.87M
GS
188
GTS Securities
New York
$1.87M
AWM
189
AE Wealth Management
Kansas
$1.84M
RW
190
Rede Wealth
Virginia
$1.82M
Natixis Advisors
191
Natixis Advisors
Massachusetts
$1.74M
SP
192
Successful Portfolios
Florida
$1.74M
NRWA
193
North Ridge Wealth Advisors
Oregon
$1.65M
BHPW
194
Beverly Hills Private Wealth
California
$1.58M
NA
195
NewEdge Advisors
Louisiana
$1.55M
FFA
196
Farther Finance Advisors
California
$1.47M
WA
197
Waverly Advisors
Alabama
$1.46M
MWM
198
MFG Wealth Management
Indiana
$1.42M
IA
199
IFP Advisors
Florida
$1.4M
WJA
200
Willis Johnson & Associates
Texas
$1.4M