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Schwab Intermediately-Term US Treasury ETF

480 hedge funds and large institutions have $9.97B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
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
EAM
176
Empirical Asset Management
Massachusetts
$2.15M
PWM
177
Perigon Wealth Management
California
$2.12M
JFGLC
178
Johnson Financial Group LLC (Colorado)
Colorado
$2.1M
EG
179
Enstar Group
Bermuda
$2.09M
National Bank of Canada
180
National Bank of Canada
Quebec, Canada
$2.08M
NS
181
NBC Securities
Alabama
$2.06M
CST
182
Charles Schwab Trust
Nevada
$2.04M
AIA
183
Alternative Investment Advisors
Florida
$2.01M
HIC
184
Hartline Investment Corp
Illinois
$2M
NRW
185
Nova R Wealth
Kansas
$1.99M
WA
186
WBH Advisory
Maryland
$1.98M
MG
187
MilWealth Group
Wisconsin
$1.94M
Betterment LLC
188
Betterment LLC
New York
$1.89M
EFG
189
Ethos Financial Group
Pennsylvania
$1.87M
GS
190
GTS Securities
New York
$1.87M
AWM
191
AE Wealth Management
Kansas
$1.84M
RW
192
Rede Wealth
Virginia
$1.82M
Natixis Advisors
193
Natixis Advisors
Massachusetts
$1.74M
SP
194
Successful Portfolios
Florida
$1.74M
NRWA
195
North Ridge Wealth Advisors
Oregon
$1.65M
BHPW
196
Beverly Hills Private Wealth
California
$1.58M
NA
197
NewEdge Advisors
Louisiana
$1.55M
FFA
198
Farther Finance Advisors
California
$1.47M
WA
199
Waverly Advisors
Alabama
$1.46M
MWM
200
MFG Wealth Management
Indiana
$1.42M