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Schwab Intermediately-Term US Treasury ETF

466 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 55 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
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
Name Holding Trade Value Shares
Change
Change in
Stake
EG
176
Enstar Group
Bermuda
$2.09M
National Bank of Canada
177
National Bank of Canada
Quebec, Canada
$2.08M
NS
178
NBC Securities
Alabama
$2.06M
CST
179
Charles Schwab Trust
Nevada
$2.04M
AIA
180
Alternative Investment Advisors
Florida
$2.01M
HIC
181
Hartline Investment Corp
Illinois
$2M
NRW
182
Nova R Wealth
Kansas
$1.99M
WA
183
WBH Advisory
Maryland
$1.98M
MG
184
MilWealth Group
Wisconsin
$1.94M
Betterment LLC
185
Betterment LLC
New York
$1.89M
EFG
186
Ethos Financial Group
Pennsylvania
$1.87M
GS
187
GTS Securities
New York
$1.87M
AWM
188
AE Wealth Management
Kansas
$1.84M
RW
189
Rede Wealth
Virginia
$1.82M
Natixis Advisors
190
Natixis Advisors
Massachusetts
$1.74M
SP
191
Successful Portfolios
Florida
$1.74M
NRWA
192
North Ridge Wealth Advisors
Oregon
$1.65M
BHPW
193
Beverly Hills Private Wealth
California
$1.58M
NA
194
NewEdge Advisors
Louisiana
$1.55M
FFA
195
Farther Finance Advisors
California
$1.47M
WA
196
Waverly Advisors
Alabama
$1.46M
MWM
197
MFG Wealth Management
Indiana
$1.42M
IA
198
IFP Advisors
Florida
$1.4M
WJA
199
Willis Johnson & Associates
Texas
$1.4M
SPW
200
Sonoma Private Wealth
California
$1.38M